Resources

To schedule an appointment please send an email to info@tbernstein.com. Please include which dates you are available and we will get back to you as soon as possible.

Our prefered form of payment is Zelle. Zelle is free service offered by many banks which provides a secure way to send money instantly.

Sorry but we no longer accept credit card.

To track the status of your refund, you will need your social security number, filing status and the refund amount listed on the return.

With that information, you can use the following links to track the status of your refunds. For your state refund, follow the link and navigate to your state’s website:

Federal Tax Refund

State Tax Refund

We currently provide our clients with a secure online portal thorugh Intuit Link. We will guide you through some questions, the documents needed, and let you know when you're done. You can use your phone to snap photos of your documents much faster than using a scanner. We would like to ask that all Mac files be converted to PDFs before being uploaded.

You can access Intuit Link using the Client Portal button above.

Please use the following the links to help answer you frequently asked question about Intuit Link:

Resolving sign-in issues

Uploading Documents (please note Mac files must be converted to PDFs before they are uploaded)