Client Resources

We've gathered helpful tools, forms, and information to make working with Edwards Group CPAs S.C. as convenient as possible. Whether you're preparing for your tax appointment, accessing your secure client portal, or looking for answers to common questions, you'll find useful resources here.

Secure Client Portal

Our client portal only requires 3 pieces of information for access: your email address, the last 4-digits of your SSN, and your mobile phone number.

Securely upload tax documents, exchange information, and access completed tax returns.

If you are not setup yet, contact our office!

Client Portal

IRS Online Tax Payments

You can make Federal tax payments directly from your bank account, with a debit or credit card, or with digital wallet. Always print your receipt!

If you have an online IRS account, you can access tax records, make/view payments, and other functions.

Make IRS Payment

Tax Document Checklist

A helpful checklist of documents to gather before your tax appointment. Choose a printable version or a fillable PDF.

Printable PDF

Fillable PDF

Taxpayer Tools & Refund Information

Where's my Federal Refund?

Retrieve Your IRS IP PIN

Where's my WI refund?

WI Online Tax Payments

You can make Wisconsin tax payments using your bank account, or with a debit or credit card. Always print your receipt!

If you signed up for a Wisconsin "My Tax Account", use that button for making payments to WI DOR.

WI - Make a Payment

WI - My Tax Account

Other Resources

2025 Filing Requirements

2025 Client Letter

IRS Tax Withholding Estimator

WI Withholding Calculator

Edwards Group CPAs S.C.