Links & Forms

Central site for all pages

To reduce the need to get links from your portal for each questionnaire needed, this page includes a listing off all questionnaires. Some may apply to you, some will not be needed. Your client portal questions will direct you to any required questionnaires.

Direct link to your client portal

Your Client Portal is the place to ask and answer question, upload documents and images, and download your completed reports.

Button opens your portal in a new page.

Not yet a client?

Access our Secure Document Upload

Upload documents and images to our secure site before your portal is ready.

Past announcements

Schedule a time to review your tax information and get your taxes filed for 2023. Visit our scheduling page today. Send us a message to request access to your client portal or ask a question.

We have also rolled out a new client portal! Stay tuned for walk-throughs and guides to get the most out of your new access point for tax and bookkeeping.

Pages on our website will be getting a new look soon! Don’t be surprised if the appearance of these pages changes! You will still be able to access all information on our site.

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