WELCOME TO OUR FIRM
Dear Valued Clients,
We are happy to have you as a valued member of our firm.
If you are new to us, you should have received an email with a link to access your client portal.
For quick access see link below:
Link to Client Portal Here
You will use your client portal to send us secured documents and manage all your tax documents in one place.
TAX PREPARATION INSTRUCTIONS
We want your experience with us to be seamless and anxiety-free. Please use our tax organizer as a guide to help you gather and keep track of the tax related documents, we will need to file your taxes.