Secure Client Portal

Open Client Portal

We are pleased to offer a new client portal to provide our clients with secure access to tax returns and tax documents. Just click the link above to access your secure information.

Enter your social security number and password to:

  • Check the status of your tax refund
  • View your tax return (or other requested information)
  • Pay your invoice by Credit Card or Electronic Check
  • Request an appointment
  • Send our office a message or view a message we sent to you
  • Upload documents or files to our office
  • Update your address, email, telephone or password
  • Complete our Customer Satisfaction Survey

If this is your first time accessing your client portal, please enter the social security number of the primary taxpayer and click on the “Need a Password” link. Next, enter your e-mail address to receive a temporary password via e-mail, or your phone number to receive a temporary password via text. Once logged in, you will be prompted to create a new password for security purposes.