Welcome New Clients

Please click the box below to add your information to begin Your Secure Portal Access!

With your Secure Client portal our office is always open! 24 hours a day, every day! Anytime! Anywhere!

>Utilize your Secure Client Portal from your home computer or your smartphone.
>Track your tax return status
>Track your refund status
>Upload files (W-2, 1099, etc.)
>View your tax return(must opt to receive via portal)
>Send our office a message or view a message we sent you Make a payment
>View client questionnaires and newsletters Update your address, email, telephone or password 

Links for New Clients

Client Information Sheet

Use this checklist to help us get to know you and your individual tax circumstances.
Please note: We do not offer refund advance debit cards or bank products.

Client Information sheet here

Tax Document List

Please use the information below to assist you in compiling your 2023 tax documents. When compiled, send them to us via your secure portal, fax them in or drop them off to our office.

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