We pride ourselves on the security of our client information. Which is why we use a secure client portal to exchange sensitive information with you. Click the link below to request access to our client portal. We will then set-up your database and send you an invitation to accept.
Once you accept, you will have tasks to complete such as completing a tax questionnaire and uploading important documents. The questionnaire is designed to help you MAXIMIZE your tax deductions and credits so you keep more money in your pocket.
If you prefer to walk through the questionnaire with us or just need help navigating the portal, we are available by appointment and happy to assist!