Help Center

Get the Help You Need—Fast, Friendly, and Secure

Welcome to the JTPS Advisory Co. Help Center — your central hub for support, guidance, and quick answers. Whether you’re a first-time visitor, a loyal client, or a tax professional in our mentorship program, we’re here to help make every step of your journey smooth and stress-free.

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Browse Topics

Appointments & Scheduling

• How to book a tax, advisory, or mentorship session

• Rescheduling or canceling an appointment

• What to expect during your consultation

Secure Document Upload

• How to upload tax documents via our Client Portal

• Supported file types and size limits

• Tips for organizing your files before submission

Payments & Invoices

• Paying for services online via Stripe or Square

• Requesting receipts or transaction history

• Understanding billing for retainers, packages, or mentorship

Tax Prep & Filing

• What documents you need to file your taxes

• How to access your completed tax return

• Common IRS forms and what they mean

Business Services

• Getting started with small business tax filing

• Monthly or quarterly advisory check-ins

• Self-employed and 1099 tax service guidance

Mentorship Program

• How to join our Tax Pro Coaching program

• What’s included in the mentorship package

• Tools, resources, and support access for mentees