GENERAL INFO

Use our Tax Portal to securely complete your Tax Return remotely. This is a great option if you have all of your tax documents in an electronic format (PDF, JPEG, Word, Excel, etc.)

 

Our Tax Portal Offers a secure way for you to 

• Upload your Tax documents online directly to our office

• Enter sensitive Tax information such as Banking, ID, and Dependent info

• Review and Complete your tax return through Esignature

• Make payment for Tax Prep Fee

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GET STARTED

Reach out to our office! Send us an Email 

No Appointment is needed to get started. If you are an existing or returning client, email our office so we can activate your Tax Portal.  Once your portal has been activated, you will receive an email to log in.

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NEW CLIENT?

Send our office an email, we will reply with a new client form to complete. We are happy to get started working with you.

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LOGIN TO YOUR TAX PORTAL

Already have your Tax Portal Setup? 

 

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 UPLOAD A DOCUMENT 

Looking to simply submit 1 or 2 documents to our office? Use our Guest File Exchange to upload a document securely directly to our office without setting up a portal.

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