Client Center

Client Center 2019-01-15T17:01:39+00:00

Click here to access your secure client portal.

Upload multiple files, tax documents and download your tax returns.

Active clients -> select Secure Portal which will take you to your login screen.  If you forgot your username, email me.  If you forgot your password, you can reset it through the link.

New clients who don’t have an account setup yet -> select Portal Guest Exchange and upload accordingly.

Secure Portal – account access
Portal Guest Exchange for New Clients

Click here to schedule your appointment.

In person meetings are by appointment only.

Book your appointment