Welcome
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Two-factor authentication
Add a second layer of security. When on, you enter a code from an authenticator app (Google Authenticator, Authy, and similar) each time you sign in. Status: Off
Messages
A direct line to the team handling your case.
Please don't include sensitive details like your Social Security number here — use the Documents tab to share documents securely.
Payments
Your scheduled payments and payment history.
Upcoming payments
Payment history
Your completed, pending, and declined payments. For a receipt or any billing question, call (888) 825-7776.
Documents
Everything related to your case, in one secure place.
Tax Organizer
Tell us about your year so we can prepare your return. It only shows questions that apply to you, saves as you go, and takes 20–45 minutes.
Prefer paper or a PDF? Download the fillable version and upload it back in the Documents tab: Personal · Self-employed · Business.
Your answers save to your account as you type, so you can stop and come back on any device. When you send it, your preparer is notified and you get a reference number by email. Upload supporting documents in the Documents tab, or straight from the organizer's document checklist.
Tax Strategy Review
Five checks of your tax picture — income map, deductions, business structure, retirement room and quarterly payments — built from the answers in your tax organizer.
Reading your organizer…
This review is educational and is not tax advice, a tax return, or a promise about any outcome. Every figure is an estimate computed from the answers you typed into your organizer, using 2025 federal rules — your Clarity tax professional verifies everything against your actual documents before anything is filed. Questions about any card? Call your tax team at (888) 825-7776 or use the Messages tab.
Case Summary
The key details of your case with Clarity Tax Relief.
Status & Next Steps
Where your case is in the process.