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Tax Document Upload

Securely upload your current year tax document to the team for processing. Please supply all requested information and if this a personal return please enter the word “individual” in the company field.

Lear & Pannepacker Payments

Send us a secure payment with your bank account, credit or debit card.


Securely request, send, and receive confidential documents and other files. Each of our clients will have their own account with us created automatically.

Tax Payments

Make an IRS or state tax payment for yourself or your business.

News / Blog

Stay up to date on the latest news and trends in your industry, as well as helpful financial advice, tax updates, and more!

Refund Tracker

Track your IRS or state tax refund with just a few clicks!


Links to business, financial, tax, and other resources and websites, as well as our tax and financial planning organizers.