Client Portal

Portal Login

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, and financial work papers.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large files.

Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)

To start using the client portal please log in above or register here.

To send a file without creating an account use the SecureSend page.



Please contact us by using the form below:



First Name *
Last Name *
E-Mail *
Phone Number
Current Country of Residence
Best Method of Contact
Years to file 2014
2015
2016
2017
Other
Last tax year a return was filed with the IRS
Type of Employment
Do you own a rental property
Comments

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