Secure Client Portal

Virtual and mobile tax service, where you can securely upload your documents. Convenient, virtual tax preparation. Safely upload your tax documents and experience the ease of having your taxes professionally prepared where and when it’s convenient for you.

Click here for our secure document exchange

How it works:

  1. Upload your tax documents to our secure document exchange

Click the link above for our document exchange and easily create your login. If you are a new client, complete our quick and easy questionnaire.

  1. Within 24 hours, we will get right to work on completing your return

We will confirm with you that your documents have been received and get right to work. We will work with you on your channel of choice (email, phone, or online meeting) to obtain the details necessary to maximize your tax outcome.

  1. Finalizing and Filing

Once your return is completed, we will provide you with all the necessary paperwork for your records. You can pay for your return via credit card securely through your account, then we will securely and electronically file your return to the IRS and State.