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Client Tax Season Resources

Learn About Our Services
CFS Policies
Chartered Financial Strategies LLC's general policies
CFS Procedures
Chartered Financial Strategies LLC's procedures for providing tax documents for services provided.
How CFS Prices Services
Chartered Financial Strategies Pricing Policy.
How To Pay Your CFS Invoice
Make a payment quickly and securely using our online payment system.
Client Portal - Old Portal
Log in to use our online tax organizer, document manager and more!
CFS Portal - New Portal
Log in to use our Secure File Exchange system to securely transfer your sensitive data!
Financial Calculators
Please try our wide variety of interactive financial calculators.
Track Your Amended Return
Check the status of your amended tax return.
Track Your Refund
Find out when you'll receive your federal and state refund.