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Helpful Resources for Clients

Once you’ve started working with LBH Services, we make it easy to stay organized, informed, and supported. Below are helpful tools and links for current clients and those preparing to move forward.


All services at LBH Services are delivered 100% virtually through secure systems.

Client Portal


Securely upload documents, complete forms, and communicate with our team in one place.

Access the Client Portal > >


IRS Notices & Letters
Received a notice? Keep it handy and bring it to your consultation. We’ll review it and explain exactly what it means.


What to Have Ready for Your Consultation
• IRS notices or letters
• Prior-year tax returns (if available)
• Any information related to unpaid taxes or penalties


Ongoing Support
Clients enrolled in tax resolution or protection services receive guidance and next steps through the portal as their case progresses.

Still have questions or dealing with an IRS issue?

The fastest way to get answers is to schedule a consultation.

For security reasons, sensitive tax information should only be submitted through the secure client portal—not email.

Frequently Asked Questions

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