Apply For EFTPS Account For Estimated Tax Payments

Having an EFTPS account allows us to see your estimated tax payments; this comes in handy when preparing your tax return & calculating estimates (one less thing you need to give us! 😁)

Setting up an account takes about a week and is a simple process:

Step 1: 💻 Go to EFTPS.Gov

Step 2: 👆 Click "Enroll"

Step 3: ☑ Accept the Privacy Act

👆 Click Enroll me as "Individual"

Step 4: 🧑 Enter your personal information (not business)

Enter the bank account information (use the account from you wish to pay)

Step 5: ⌛ Once you apply, the IRS will mail you a 4-digit PIN; you will need this to verify your account

Step 6: Let us know your log in information. We will store it in a safe place and be able to access an account history when we need it. 💯

See below: