Client Portal

We've made available to you a secure, password protected portal to store and access your tax returns from anywhere at any time.

Whether you're at work, home, or on vacation you can always have access to five years of copies of your tax returns.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts and other documents, including very large QuickBooks files.

To start using the client portal please log in above (Client Portal Login) or register here.  There will be no charge for storage of 5 years of tax returns and no charge for uploading files of any size to us.

Days until June 15th

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