Client Login & Resources – Avant CPAs & Advisors

Tax Return Hub (SafeSend) → tax questionnaires, upload tax docs, retrieve tax vouchers, tax return delivery, sign & pay, download your tax returns.
Client Workspace → for ongoing services: message our team, respond to bookkeeping requests, document vault, third-party or authorized user access.

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Organizers / Tax Returns / Vouchers / Sign & Pay

Quick Start Guide & FAQs

Quick Secure Upload (One-Time)

Use without a login.

SafeSend login/PIN issues: portal@avantcpas.com

Home workplace and distant office in room as workspace tiny person concept. Isolation and distancing from company and work with remote workstation vector illustration. Freelance job process scene.

Client Workspace Link

Bookkeeping, Consulting & Advisory Clients
Message our Team / Uploads / Document Vault
Third-Party Access & Authorized Users

Workspace Guide & FAQs

Workspace access / portal issues: portal@avantcpas.com

Avant’s Tax Season Process

What Tax Docs to Submit

2024 Tax Season Deadlines

2024-2025 Key Tax Figures & Dates

Schedule C Business Worksheet

Rental Activity Worksheet

Accountable Plan Reimbursements

Home Office and Vehicle Expenses

Business Tax Questionnaire-2024

Schedule C Questionnaire-2024

Business Meals & Entertainment Chart

Please review our Terms of Use and our Disclaimer regarding the information and the resources available for download on www.avantcpas.com.