Michelle Soele PLLC — Missy Soele, CPA Missy Soele, CPA
Resources

Client Portal & IRS Resources

Centralized access for secure document sharing and IRS quick links.

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Client Portals

Client Portal (SmartVault)
Your secure portal to upload data any time and retrieve your tax return.
Open
Intuit Link
Upload your initial tax documents, W-2s, 1099s, and answer intake questions.
Open

IRS Account, Identity & Security

Your Online Account
View balance, records, and payment history on the official IRS portal.
Visit
Identity Protection PIN
Request and manage your IP PIN to prevent fraudulent filings.
Visit

IRS Payments

IRS Direct Pay
Pay directly from your bank account for free.
Pay
EFTPS
Federal system for businesses and trusts to schedule payments.
Visit

Transcripts, Notices & Tools

Get Your Transcript
Request copies of tax records, including prior-year transcripts.
Visit
Interactive Tax Assistant
Tailored answers to common tax-law questions.
Open
Where's My Refund
Check the status of your refund.
Check
Where's My Amended Return
View the status of an amended return.
Check

State & Other Resources

Texas Comptroller
Sales tax permits, franchise tax forms, Texas compliance.
Visit
Social Security Administration
Verify SSA information and manage retirement accounts.
Visit

Disclaimer: provided for client reference only and does not constitute legal or tax advice.