Client Portal

The Client Portal allows you to safely and  securely access your files and tax documents.   If you are one of our clients that is pressed for time, or is simply  not in our area, this service is ideal.  It is much safer than sending  information through email, and you can access your tax returns and  documents whenever you need them. 

In order to access our Client Portal, you will need to do the following:

• Contact us to let us know you would like to use the Client Portal  (we will need you to provide us with a current email address)
• Click on the email link we send you
• Follow the instructions to set up your secure account
• Click on the button below any time you wish to access your account