All your tax documents in one place!
The client tax portal is a tool that allows you to access all of your tax returns and related documents in one place.
You can also use it to upload documents that we need for your tax preparation services and also to sign returns when they are ready.
Please click the link below to access the site. If this is your first time, please click the sign up button under the continue button.
Records for continuing clients will be stored here for up to 7 years, but we recommend that you also download the files for your personal storage.
Please call our office for assistance if needed.
Client Tax Portal
