Client Portal

Think of your Client Portal as an online safe deposit box of sorts for your tax documents. As you receive paperwork from employers, brokerage firms, and/or mortgage companies, you can quickly and securely upload them via your Client Portal.

Set-up
Your Client Portal

For a quick how-to set-up your Client Portal, click here.

Sign-in
to your Client Portal

To sign-in,  click here.

Need Assistance with your Client Portal?

Electronic Signatures

For Ease of Signing Documents

DocuSign Tutorial

To help save time (and money!), you can sign and securely share documents with us electronically using the industry’s leading app DocuSign. For a simple how-to use DocuSign tutorial, please click here. 

Creating PDFs from Your Smart Device

For Secure File Sharing
With efficiency, confidentiality, and your convenience at the forefront of our processes, you can e-mail documents to us that are saved as PDFs (portable document format). A more secure way to send financial documents, PDFs are reliable and utilized as a standard for they display data consistently, no matter how a recipient is viewing it (laptop vs. smart device, etc.).  For how-to save a document as a PDF from your phone, please refer to the following how-to videos.

iPhone Users

How-to Create a PDF.

Click here.

Android Users

How-to Create a PDF.

Click here.

Tax Organizers

For Streamlining Communication
To help you organize and share information with us, we’ve created tax organizer spreadsheets that you can download and fill-in to quickly and easily communicate a life change, such as a new child, address change, or a change in banking.

New Client Organizer

Download Here

Business Income Expense Spreadsheet

Download Here

Rental Income Expense Spreadsheet

Download Spreadsheet

S-Corp Business Income Expense Spreadsheet

Download Expense Spreadsheet

How Do I Make Tax Payments?

Here’s How:
For a fast, secure way to pay your taxes online, please register for an account with your state and federal tax departments. An online account allows you to securely and easily review information and make payments.

Make a Federal Payment

Click here

Make a State or Local Payment Here

Where’s My Tax Refund?

Where to Look:
Through your account with the state and federal tax departments, you can securely and quickly check the status of your refund.

How To Check My Federal Refund Status 

Check Status Here.  

How To Check My State Refund Status

Schedule a 15-min discovery call.

Let’s discuss your financial goals and objectives.