Client Portal

NOTES: 

• If we prepare your personal tax return, please bubble the 'My Tax Portal'

• You need Internet Explorer 7.0 or higher OR Firefox 3.0 and higher

• If you have issues, please verify the password sequence - it is very specific.

We provide our small business clients with a personalized client portal using a secure ID and password.  You can access your financial documents, transfer data and exchange information with us on a 24/7 basis.  We utilize this for document presentation of quarterly payroll tax returns, sales tax return and corporate tax returns.