Client Portal

Access Your Files

Access your secure, password-protected ShareFile folder.

Send Files Securely

Select a team member below to be directed to their secure file upload

Tax Return eFile Authorizations

Upload your tax return eFile authorization securely

Retirement Plan Documents

Upload retirement plan distribution forms, W-3 forms, or other documents securely

Make a Payment

Pay your invoice using our secure online payment portal

Small Business / Accounting & Payroll

For clients who have requested assistance with preparing & filing their 1099s and Personal Property Tax returns

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