When you upload documents to the portal, please open your client folder and place your documents in the "Client Uploaded Documents" folder. If you choose to receive your completed tax return via the portal, you will receive an email notification when it is available; the return will be found in the "Firm Uploaded Documents" folder.
Please complete contact form below. Once your request is received, we will contact you to verify confidential information. Your Portal account will be set up and an email will be sent to your email with your log-in credentials to the secure client portal.
If you would like a virtual appointment, please provide details in the comment section of this form.