Previous year tax returns completed by Seaport Tax are always available in the client portal within the Docs section.

We can also send copies of previous tax returns to you or third parties with your permission.

Requests can be sent to Clients@seaportpartners.com

Your tax team and their contact information is now available to view in your client portal. Using the top menu, you can navigate to:

Docs > Engagement Docs > Tax Team

You can also email Clients@seaportpartners.com and the document can be emailed to you.

You can email questions directly to your tax team or to the Client Relationship Associate at Clients@seaportpartners.com, who will direct your message to the correct team members.

You can monitor the status of your returns within your portal, where you are able to see updates as they happen.

You will be able to see if additional documents are needed from you, or when it is being prepared to send to you.

We include a list in your client portal of all the tax documents need to complete your returns. [WHERE IS IT] This list will also be sent to you in the form of a checklist within the portal, called a client request.

You will be notified when a client request list is sent to you in the portal and you can check off items as they are uploaded. These lists can also be sent to clients directly via email.

You can schedule a meeting with your team by reaching out to the Client Relationship Associate at Clients@seaportpartners.com, who will be happy to coordinate.

If your engagement with Seaport includes touchpoints throughout the year, your tax team will reach out to you as the time approaches.

Paper tax documents can be mailed to our secure P.O. box:

Seaport Tax LLC

405 Waltham St, Suite 357

Lexington, MA 02421

Once your documents have been scanned, they will be mailed back to you for your records.

Checks can be mailed directly to our Boston office:

Seaport Tax

175 Portland St, Fl 4

Boston, MA 02114

If you have additional questions, not addressed here, you can email Clients@seaportpartners.com‍ and a member of the admin team will be able to help you.