Client Portal

Your information is safe and secure at Pace Accounting

Upload Your Tax Documents in 3 Easy Steps

1. Download the Tax Preparation Checklist.
Fill it out and send it back. Use the PDF link on the right to download.
2. Log in to the secure Client Portal.
Upload your completed Tax Preparation Checklist and ALL your tax paperwork.
3. Send us an email.
Email any additional notes, comments, or questions to your accountant or to
Tax Preparation Checklist
If you have rent or royalty income, home office deductions, business or vehicle expenses, be sure to check out our Document Center for additional forms and worksheets.
PORTAL ACCESS: If you have not been given portal credentials or are a new client, please email your full name, email address, and phone number to Access is usually granted via email within a couple of hours. For immediate access, call us. 
DROP OFF AT OUR MASPETH OFFICE: If you can't send your documents through our portal, you can either mail or drop off your documents to our Maspeth office.
SAME GREAT SERVICE: You don't need an appointment for great service. You can still speak with an accountant. They will follow up by email or phone, your choice, once they have reviewed your documents. 
Have more questions?

We are here to assist. Contact us by phone, email or via our social media channels.

© 2020 Pace Accounting & Tax Services, Inc. 

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