Everything you need to work with ServiAmigo.
Access your secure client portal, submit documents, make a payment, schedule an appointment and find helpful checklists for your tax and accounting services.
For your security, sensitive documents and personal financial information should always be submitted through the secure client portal.
Client Portal
Your secure place to manage documents, forms, messages and invoices.
Access Client PortalUpload Documents
Submit tax returns, IDs and financial records securely — never by email.
Upload Documents SecurelySchedule an Appointment
Book a consultation or client meeting for your specific need.
Schedule an AppointmentYour secure place to manage your engagement.
Use the ServiAmigo client portal to:
- Upload tax and financial documents
- Complete questionnaires and organizers
- Sign engagement letters and tax forms
- Review messages and requests
- Pay invoices
- Access completed tax returns and reports
New to the portal?
After your client account is created, you will receive an invitation by email with instructions to activate your account and create a password.
If you cannot find the invitation, check your spam or junk folder before requesting another link.
Need Portal Assistance? Contact Us →Submit your documents securely.
Tax returns, identification documents, Social Security numbers, financial statements and other sensitive information should be uploaded through the client portal. Please do not send sensitive documents through regular email, text message or WhatsApp.
Before uploading your documents:
- Make sure the full document is visible
- Upload clear and readable copies
- Include all pages
- Use PDF format whenever possible
- Avoid screenshots when a complete statement is available
- Do not upload password-protected files unless requested
Choose the right appointment for your needs.
Schedule a consultation or client meeting to discuss your personal taxes, bookkeeping, business compliance or advisory needs. Available appointment types may include:
Existing clients may also send questions through the secure client portal.
Pay your invoice securely.
Use the payment link provided in your invoice or access your outstanding invoices through the client portal. Accepted payment methods may include:
Applicable card processing fees will be disclosed before payment is completed. Please include your name or business name when submitting a payment so it can be applied correctly.
Know what to gather before tax preparation begins.
Select the checklist that best matches your tax situation.
Individual Tax Checklist
Common documents for employees, families, homeowners, investors and retirees.
View Checklist →Self-Employed Tax Checklist
Income, expenses, mileage, equipment and other records for independent contractors.
View Checklist →Business Tax Checklist
Financial reports, payroll records, asset purchases and documents for entities.
View Checklist →Rental Property Checklist
Rental income, property expenses, mortgage statements, repairs and assets.
View Checklist →ITIN Application Checklist
Identification documents and records needed for an ITIN application or renewal.
View Checklist →A more organized way to begin.
New clients may be asked to complete the following before work begins:
- New Client Information Form
- Tax Organizer or Service Questionnaire
- Engagement Letter
- Prior-Year Tax Return Request
- Identity Verification
- Payment Authorization
- Bookkeeping Access Request
- Business Information Questionnaire
The specific forms required will depend on the service requested.
Start as a New ClientQuick access to ongoing support.
Existing clients can use the portal to:
- Respond to document requests
- Review outstanding tasks
- Ask questions about an active engagement
- Access prior tax returns
- Review invoices
- Update contact information
- Schedule a follow-up meeting
The client portal is the preferred communication method for active work — it keeps messages and documents connected to your engagement.
Access Client PortalPopular government and compliance links.
We are here to guide you.
Contact us if you are unable to access your portal, are unsure which checklist to use or need help identifying the next step.
Please do not include Social Security numbers, tax documents or sensitive financial information in a regular contact form, email, text message or WhatsApp message.
Secure access. Clear instructions. Organized support.
ServiAmigo Tax & Advisory provides personal tax, accounting, payroll, business tax and advisory services for individuals and small business owners.
Service available in English and Spanish.