Tax Client Information
Thank you for choosing The Leist Group, LLC, for your tax preparation needs! Michael has created a special video this year for all of our tax clients regarding updates for 2020. Click on this link to be directed to the video:
Please use the link below to securely send us your tax information, or to pick up a copy of a previous tax return for your printed or digital files.
To upload your tax forms to us, please click on the secure link below. Please only upload pdf files to our secure portal. You will be prompted for your Username and Password under "Portal Sign In," or if you do not wish to register, you may use the "Guest File Transfer" Upload button. Your documents will be uploaded to our tax preparers and our Tax Coordinator, Becki Kidd, will reach out to you within 24 business hours to schedule your delivery. Password or Username issues? Please read additional instructions below.
After your tax delivery appointment you will receive an email with a link to download your tax return securely using the “Guest File Transfer” option, or you can click on the secure link above. Simply follow the instructions within your email to download your digital copy, which you can save on your computer or print for your files.
Password or Username Issues?
If you do not remember your username and/or password, simply click on the “Forgot Username or Password” link under the Portal Sign In and follow the prompts. If you are prompted to contact your tax preparer, please send our Tax Coordinator, Becki Kidd (firstname.lastname@example.org) an email request, or call our office at 262-796-1674, and she will follow up with you directly.