Client Portal

Forms & Document Uploads

Secure forms and upload area for you.

Now you can do your taxes with us from anywhere. 100% secure. Submit your information securely with our forms. Choose Zoom, phone or in-person follow-up.

New Client Tax Intake Form

Existing Client Tax Update Form

Upload Documents Securely

Use this drive location to upload your documents safely. To make sure we have the most accurate information:

  • Please label files and folders with the name on the tax return.
  • It helps if your forms are all together in a labeled folder — zip the folder to upload faster.
  • If possible, try to include all forms at the same time.
  • If you add forms a second time later, please let us know when all your uploads are complete.

Make a Payment

Use this form to pay an invoice or pay for services.

    First Name *

    Last Name *

    Email *
    Invoice Number:

    Phone *

    Once you submit your form, you will be redirected to the payment processor.

    Secure Payments

    We appreciate your business!