Secure Client Portal

CLICK HERE TO LOGIN

Forgot your password?  Use the above link to login into the Client Portal, then follow the instructions to get or change your password.

Guide: Using the Client Portal

Client Portals have become popular. Most likely, you are already using one whether it is at your doctor’s office, your financial institution, or child’s school.   Over the past 37 years, we have strived to provide our clients with relevant technological services.

Our Client Portal creates an instant and secure online channel of communication between you and your tax preparer.  To best insure your privacy, and in keeping with current federal privacy laws, we cannot fax or email documentation that contains personally identifiable information.  Client portals provide a secure and encrypted exchange of your financial information between you and our office.

Using the portal is optional; however, it is a streamline communication system that will allow us to serve you better.

Portal Feature

Client Benefit

Check the Status of Your Tax Return Track the ETA of your tax refund.
Get a copy of your completed tax return Need a copy of your tax return but misplaced your folder?  By law, we cannot fax or email tax returns.  Get a copy of your return when you need it – 24/7/365. No need to drive to our office.
Exchange files with your tax preparer Have you ever forgotten to bring a document to your tax appointment?  Save time – don’t drive back to our office – upload the document to your account via the your private portal.
Get a copy of your source documents. Have you ever needed a copy of your W2 or mortgage interest statement, but didn’t have time to drive to our office?  Access your documents at your convenience 24/7/365.
Update your contact information Did you move? Change your email address? Allow us to stay in touch.   Update your contact information at your convenience.