Use our Client Portal to file your taxes Remotely and securely upload your important information!

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How to access the Client Portal

  • 1. Fill out Form

    Once you fill out the form, Our experts will create you a secure portal account where you can upload income forms (w2) (1099).

  • 2. Receive Conformation Email

    Once you receive the email with the portal link, you'll be able to create a password to access your new account.

  • 3. Create a Password

    That was EASY!  That's it, you've created your account!  Through this account, you can chat, call, and upload documents.  

  • You're All Set! Our Portal is Secure!

    We have partnered with one of the most secure portals on the market (TAXDOME).  You can rest assured that your and your family's personal information is safe and secure. 

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