While our office has transitioned to a virtual model, the same dedicated team and quality service you rely on remain unchanged. We’ll continue working with you conveniently through Zoom, phone, our secure client portal, mail, or fax.
Choose the option that works best for you:
🔹 Option 1: Get Set Up on the Secure Client Portal
If you don’t already have a WFTFS, LLC client portal account, simply send us a text message to 610-989-2926 or email info@wftfs.com with the following information for each taxpayer: Full name(s), Email address(es) and Phone number(s)
Our team will get your account set up and send you the information needed to access the secure ATOM portal. Once set up, you can securely upload your tax documents, communicate with our team, and access your files all in one place.
Client Portal:
WFTFS, LLC Secure Client Portal
🔹 Option 2: Schedule an Appointment
If you would like to speak with us first, you can schedule a Zoom or phone appointment with our team. We can review your situation, answer your questions, and discuss the next steps.
Schedule your appointment here:
WFTFS, LLC Appointment Request
🔹 Option 3: Mail Your Documents
If you prefer to mail your tax documents rather than upload them electronically, please schedule an appointment with us first. We’ll discuss the mailing option and provide instructions to make sure your documents are received and processed properly.
🔹 Option 4: Fax Your Documents
You may also send documents to us by fax:
Fax: 610-885-8317
Whichever option you choose, our team is here to make the tax preparation process as simple, secure, and convenient as possible.