Secure Client Portal

Our office is always open! 24 hours a day, every day! Anytime! Anywhere!
Access our Client Portal from your home computer or your smart phone.

Just click on the Open Client Portal link to access your secure information.

Enter your access code and password to: 

  • Check the status of your tax refund
  • View your tax return (or other requested information)
  • Pay your tax preparation fee by Credit Card or Electronic Check
  • Request an appointment
  • Send our office a message or view a message we sent to you
  • Upload documents or files to our office
  • Update your address, email, telephone or password