Client resources and helpful tax links
Find the right service, open the TaxDome portal, prepare your documents, check common questions and reach the office before deadlines arrive.
Choose the resource that matches what you need today
Some clients need a service page, some need the client portal, and some just need a quick answer before calling or scheduling.
If you are unsure where to begin, check the FAQs or contact the office. Please don't send sensitive tax documents through a regular website contact form.
Use TaxDome for documents
Upload files, complete requests, exchange messages, review signatures, invoices and payments securely.
Use the FAQs for common questions
Answers about EZ Tax Advisors, TaxDome, Canopy, drop-off options, documents and appointments.
Use service pages for specific needs
Start with the page that fits your return, bookkeeping, payroll, planning, notice or trust and estate question.
Call when timing is urgent
If a deadline, notice or appointment is urgent, call 317-343-9516 so the office can route your request.
Common resources for clients
Secure access
TaxDome client portal
Secure document uploads, requests, messages, signatures, invoices and payments.
Questions
Frequently asked questions
The transition to EZE Tax+, TaxDome, Canopy, document access and appointment options.
Scheduling
Contact the office
Call or send a general message about appointments, service fit or next steps.
Find the right service page
Each service page explains who it is for, what we handle and which records to gather.
Need a specific answer?
Contact the office before sending sensitive documents. Use TaxDome for secure file sharing; call or send a message for general questions, appointment timing or service fit.