AM Tech

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An Innovative Approach to Taxes.

AM CPA is so proud to introduce AM Tech! It is homegrown software built specifically for AM CPA clients and we worked directly with a local KC tech firm to make it happen.

We are focused on the client experience and enhancing it wherever possible. This was designed with you in mind!

We hear you and created a solution for exactly those pain points!

You will have one centralized location for your tax filing process and transparency on your return’s status with access to these documents year after year!

The tax return process can be cumbersome and confusing

  • You may not know where in the process you are or if we are still waiting on documents from.

  • You may not be sure which documents we need or what you have already provided.

  • You may be worried that you missed an important email from us and are stuck in return limbo.

  • You may even have trouble remembering where you saved last years’ return or how to pay those tax liabilities.

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Schedule your tax meeting with your Accountant

(returning or new)

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Track the status of your return with AM CPA

Know where you are at in the tax return process in real-time

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Sign your Engagement Letter

Authorizes AM CPA to prepare your taxes

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Displays a list of requested documentation

Everything we need for your tax return. Customized specifically for you

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Access to your Quarterly Estimated Payments

(if applicable)

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Sign your e-file authorization forms

Allows AM to electronically file your returns on your behalf

pay

Pay your invoice

Electronically remit payment for our services

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View your Tax Summary

A high level view of tax due or refunded

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Links directly to the taxing agency payment site

(also has vouchers you can print)

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View, Print, or Download your annual tax return

See the complete tax return with all applicable schedules and forms

More Information

Are you interested in how AM Tech can simplify your tax filing process?
Drop us a note and we’ll be sure to contact you and help answer your questions.

Contact Us

Frequently Asked Questions

How does AM CPA differ?

AM CPA is more than just an accounting firm. We’re a partner who is invested in your success. Unlike other accountants, you won’t just hear from us when it’s tax time or when we need a number or a form. We take the time to get to know you and your business, so we can help you and your company on the road to success.

How often can I expect to hear from you?

We won’t just call you at tax time. If you select our full-service options, you can expect to hear from us once a month, but don’t be surprised if we check in with you more often. We believe relationships are the foundation for success, and you can’t build a relationship on a once-a-year phone call.

What do I do if I have a quick question?

Don’t hesitate to reach out to us if you have a question that needs a 5-minute answer. We aren’t going to nickel and dime our clients for every contact we have with you. We view you as our partner, and partners have access to each other. Questions requiring more extensive work on our part may result in charges, but if you need a simple answer to a simple question, don’t hesitate to contact us.

What can I expect from AM CPA?

We provide personalized service based on our relationship with you. We promise to get to know you and to understand your business. We will always be on the lookout for ways to make the financial side of things easier and more efficient for you. We won’t hesitate to contact you if we encounter a solution that can help you.

What do we expect from our clients?

Relationships are a two-way street. We’re looking for clients who want more than just an accountant. They want a partner, someone who can ease the burden of dealing with the financial side of things. We’re looking for long-term relationships with our clients.

What’s the difference between an accountant and a CPA?

While accountants and CPAs often do similar things, there is a difference between them. Certified public accountants must pass their state licensing exam to become a CPA. CPAs must also meet continuing education requirements each year, which means a CPA is always up to date on the latest topics and trends regarding accounting practices.

How do I access my AM Tech?

Your AM Tech contains all your personal tax documents. You can access it by clicking here. Then enter your user name and password.

What if I forgot my user information for the AM Tech?

To retrieve your AM Tech user information click here and select “Reset Password”.