Angeli Financials Client App

Meet virtually

Activate your portal

Complete organizer in MyTAXPortal

Review and sign in MyTAXPortal

Connect directly with Ashley for an initial consultation to review your tax filing requirements and goals.

Receive your personal secure invitation email to establish your MyTAXPortal login credentials.

Fill out your digital tax organizer and securely upload income statements and tax forms directly in the portal.

Review your prepared return, address any final questions, and provide authorized electronic signatures safely.

Tax Preparation Checklist

Gather these required items before starting your online organizer in MyTAXPortal.

Government Identification

Income Records

Deduction Receipts

Prior Tax Return

Current driver's license or passport photo IDs, plus Social Security cards or ITIN documentation for all family dependents.

W-2 wage statements, 1099 forms for interest, dividends, freelance income, and unemployment benefits.

Mortgage interest Form 1098, property tax records, charitable giving receipts, and medical expense summaries.

A complete copy of your previous year federal and state tax filings for baseline calculation verification.

Add to Your Phone Home Screen

Frequently Asked Questions

You can access MyTAXPortal like a mobile application without downloading software from an app store.

Do I need a second user account for this website? No. You only create one secure login inside MyTAXPortal. This public website requires no login or password.

1. Open Safari or Chrome on your phone and navigate to angelifinancials.mytaxportal.online 2. Tap the Share button (iOS) or Menu dots (Android). 3. Select 'Add to Home Screen' to place the Angeli Financials portal icon on your phone.

Where do I upload sensitive files? All document uploads, SSNs, banking details, and signatures take place exclusively inside the encrypted MyTAXPortal system.

Need assistance setting up your portal or completing your virtual tax organizer? Contact Ashley directly for personal assistance with your client account.