CLIENT PORTAL

If you're a client, you already have a client portal set up. Looking for an electronic copy of your tax return? Search no more! Among other things, your portal is where you'll find your previous year's return.

Click the link below, enter your email address and last four digits of your SSN, then wait for the verification code to be texted to you. Enter the code and you're in. If you don't receive a code, we don't have your latest information, so please call our office to update your records.