Grab-A-Mow Marketplace
Enter Grab-A-Mow Lawn Pro in the MyTAXPortal Referral field. Eligibility verification is required. One discount per return; it cannot be combined with another offer.
YOUR SECURE TAX-PREPARATION GUIDE
Tax preparation,
made easier.
Create your secure account, complete your organizer, upload the requested documents, and continue your return through MyTAXPortal.
Secure portal opens in a new window
Your tax information stays in MyTAXPortal. This guide does not collect Social Security numbers, tax documents, banking information, or signatures.
HOW IT WORKS
Your self-service path from account creation to filing
This Angeli Financials guide explains each step. MyTAXPortal securely handles your personal information, documents, organizer, and return.
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01
Create your secure account
Register with your email, complete the required identity information inside MyTAXPortal, and create your private login.
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02
Complete your organizer
Answer the guided questions about filing status, dependents, income, deductions, credits, health coverage, and refund preferences.
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03
Upload ID and tax documents
Use your phone or computer to upload clear photos or files of photo ID, Social Security or ITIN records, W-2s, 1099s, prior returns, and supporting records.
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04
Review, approve, and e-sign
Track requests, answer follow-up questions, review your completed return, approve the figures, and sign securely in MyTAXPortal.
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05
Complete payment arrangements
Follow your Angeli Financials engagement letter and invoice instructions for preparation fees before the return moves forward.
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06
Filing and refund delivery
After approval and payment arrangements are complete, the return proceeds to filing. Any refund is issued by the tax authority using the method you selected, such as direct deposit.
COMMUNITY BENEFITS
Special savings for our partner communities
Eligible members receive $40 off their total tax-preparation cost. Select your community offer below, then continue through the secure Angeli Financials process.
Grab-A-Mow Marketplace
Elevated Wellness Me
Enter EWM-AF40 in the MyTAXPortal Referral field. Available to eligible Elevated Wellness Me students, Coach Ledger users, and Coach Network users. Eligibility verification is required. One discount per return; it cannot be combined with another offer.
BEFORE YOU BEGIN
Your tax preparation checklist
Check items as you gather them. Your selections stay only on this device and are never uploaded by this guide.
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MYTAXPORTAL
Your secure workspace
New clients can create an account directly. Returning clients use the same MyTAXPortal email and password each time. A consultation is available if you want help, but it is not required to begin the self-service intake.
- Upload requested tax documents
- Complete questions and engagement documents
- Communicate securely with your preparer
- Review and electronically sign your return
- Track payment and filing next steps
Ready to continue?
Use the secure Angeli Financials MyTAXPortal.
Create a secure account Already registered? Sign inCOMMON QUESTIONS
Helpful answers
Do I need two accounts?
No. This guide does not require a separate client account. Your secure sign-in is managed by MyTAXPortal.
Do I have to book a consultation before I begin?
No. You can create your MyTAXPortal account and begin the organizer yourself. Book a consultation if you want help understanding the process or your filing needs.
Where should I upload my tax documents?
Upload tax documents only inside MyTAXPortal after signing in. Do not email documents containing sensitive information.
Where do I enter my SSN and dependent information?
Enter Social Security numbers, dependent details, and other required identity information only in the secure MyTAXPortal registration and organizer screens. This guide never receives or stores it.
What if I forgot my portal password?
Open MyTAXPortal and select the password-reset option. The reset message will be sent to the email address used for your portal account.
Can I use this on my phone?
Yes. This guide and MyTAXPortal are mobile friendly. You can install this guide on your home screen for quick access.
What happens after I sign my return?
Follow the engagement letter and invoice instructions for preparation fees. Once the return is approved and payment arrangements are complete, it can proceed to filing. If you are due a refund, the tax authority sends it using the refund method you selected, such as direct deposit.
NEED HELP?
Contact Angeli Financials
Questions about your consultation or portal invitation are welcome.