Don’t have a client portal yet? Click here.
How does it work?
- Gather all your tax documents. (We can’t start a tax file until we have all documents.)
- Sign in and upload your tax documents. (Only after you have all your documents gathered. We can’t start until we have everything.)
- We’ll get to work and do our magic.
- Once prepared for review, you don’t need to worry about scheduling. Our team will reach out to you to setup the IN-PERSON (or Zoom) review appointment.
Don’t have a client portal yet or need help?
Simply reach out to our office for a portal specialist for help in setting up your new client portal or if you have any questions about the online portal.