CLIENT TOOLS
Everything Our Clients Need, In One Place
From tax prep and planning to bookkeeping and IRS resolution — focused work from CPAs who know your numbers, whether you're filing a return or keeping your books in order.
Client Portal
One secure place to access your documents and tax returns and to send us files — upload, download, and e-sign from any device. No regular email needed; everything stays encrypted.
Powered by TaxDome · bank-level encryption
Frequently Asked Questions
-
Please bring your photo ID, Social Security information, prior-year tax return, income documents such as W-2s and 1099s, and records of deductible expenses, investments, property transactions, or major life changes. If you are unsure whether something is needed, bring it with you or upload it securely through the client portal.
-
Yes. We serve individuals and businesses across the country through our secure client portal, phone, email, and video meetings. Most services can be completed entirely online without visiting one of our offices.
-
Use our secure client portal or the “Send Us a File Securely” option on this page. Please do not send tax returns, Social Security numbers, banking details, or other sensitive information through regular email.
-
Do not ignore the notice, but do not panic or respond before understanding what it means. Upload the complete notice through our secure portal or contact our office as soon as possible. We will review the deadline, explain your options, and help determine the appropriate response.