Tax Organizer

Tax Preparation Engagement Letters

Business


Personal


How to add Proactive Accounting Team to your QuickBooks Online (QBO)

  1. Sign in to QuickBooks Online.
  2. Click the Gear Icon > Manage Users.
  3. Go to the Accountants section and click Invite Accountant.
  4. Enter SMELLINGER@PROACTIVEAT.COM in accountant’s email address.
  5. Enter Sherrie Mellinger in the first and last name box.  This step is optional.
  6. Click Next.
  7. Click Finish.

Securely Send Us a File – Launch

Use our convenient page to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete.


Where’s My Refund?

The IRS generally issues refunds within 21 days from the time you e-file or 6 weeks from the time you file by mail. However, to check the status of your fund, you can simply visit www.irs.gov/refunds to check your status.