Need to access the Client Portal ?

Click Blue Button Above to log-in. 

Receive a letter from the IRS ?   

Please scan into client portal (not a photo) front and back of all pages.  Do not email.    

Need copies of tax returns or pay an invoice?  

Your client portal has copies of all your documents and invoices.   The tax returns are automatically uploaded as part of the filing process.  

If you have a business, once you are logged in the portal, there is a toggle between the two sets of files:  your business and your personal tax returns.   

Contact Us:  

Use the message link below instead of email.  

Next available appointments are currently after December 16. Please call back.