Secure · Encrypted · Authenticated

Client Portal

Welcome back. Choose where you'd like to go. Your documents and signed returns live in our secure client portal. To check the real-time status of your federal or state refund, use the official IRS and state tools below — they're the only authoritative source for that information.

SECURE CLIENT PORTAL

Access your YXAG documents

Sign in to your secure YXAG portal to view your tax returns, upload documents, sign e-file authorizations, view invoices, and message your accountant. SOC 2 audited, encrypted end-to-end, multi-factor authentication required.

  • 📄 View and download all returns and supporting documents
  • ✍️ E-sign IRS Form 8879 and engagement letters
  • 📤 Upload W-2s, 1099s, K-1s, and receipts securely
  • 💬 Message your YXAG accountant directly
  • 💳 View invoices and pay online
  • 📅 Schedule consultations and appointments
Sign In to Secure Portal →

New client? See "first time here" below · Lost your password? Reset it on the sign-in page

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Bank-grade security
✓ AES-256 encryption
✓ Multi-factor authentication
✓ SOC 2 Type II audited
✓ Full audit trail
✓ IRS Safeguards Rule compliant
Refund & Tax Status
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FEDERAL · IRS.GOV

Federal Refund Status

The only place to check your federal refund. Updated daily by the IRS. You'll need your SSN, filing status, and exact refund amount from your return.

Check on IRS.gov →
When to check: E-filed returns appear in 24 hours; paper returns take 4 weeks. Most refunds issued within 21 days.
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FEDERAL · IRS ONLINE ACCOUNT

Your IRS Online Account

See your full IRS account: balance owed, payment history, prior tax returns, transcripts, notices, and digital copies of letters. Free, secure, run by the IRS itself.

Access IRS Account →
First time? You'll need to verify your identity through ID.me. Takes ~15 minutes; have your photo ID ready.
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STATE · NEW YORK

NY State Refund Status

Check the status of your New York state tax refund. Filed in another state? Use the dropdown below to find your state's refund tool.

Check NY Refund →
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FEDERAL · IRS DIRECT PAY

Make a Federal Tax Payment

Owe the IRS? Pay directly from your bank account using IRS Direct Pay — free, secure, no fees. You'll get an immediate confirmation number to keep with your records.

Pay on IRS.gov →
Other options: Pay by credit/debit card (fees apply), set up an installment plan, or request payment by phone. See all options →

What happens after we file your return

A typical timeline so you know when to expect your refund or when to follow up.

01
Day 0
Return e-filed

YXAG transmits your return to the IRS. You receive an acceptance confirmation in your secure portal within 24-48 hours.

02
Day 1-3
IRS acknowledgment

The IRS accepts your return for processing. "Where's My Refund" shows "Return Received." If rejected, we resolve and re-file immediately.

03
Day 7-21
Return processed

The IRS reviews your return. Most refunds approved within 21 days of e-filing if there are no errors and you chose direct deposit.

04
Day 14-28
Refund issued

Direct deposit refunds typically arrive within 1-5 business days after approval. Paper checks take 4-6 weeks by mail.

Delays happen. Returns claiming the EITC or Additional Child Tax Credit are held until mid-February by law (PATH Act). Returns flagged for identity verification can take 6-9 weeks. Amended returns can take up to 20 weeks. If your refund hasn't arrived in expected timeframe, check "Where's My Refund" first — call us at (929) 784-2862 if you have questions.

First time here?

1

Look for our welcome email

After you sign your engagement letter, YXAG sends a secure portal invitation to the email address on file. Check your inbox (and spam folder) for a message from YXAG with subject line "Your YXAG Portal Access."

2

Set up your account

Click the link in the email to create a password and enable multi-factor authentication. The setup takes under 3 minutes.

3

Upload your documents

Drag and drop your W-2s, 1099s, K-1s, and other tax documents into your secure portal folders. We'll be notified automatically when new files arrive.

4

Track and sign

Once your return is ready, we'll send it to you through the portal for review. Sign Form 8879 with your finger or mouse, and we'll e-file the same day.

Can't access your account?

If you've forgotten your password, never received an invitation email, or are running into technical issues, we're here to help. Reach out and we'll get you sorted within one business day.