Remote Client Portal

 

How It Works:

 

1. Register

Send us your contact information and we will follow-up with an engagement letter and access to our secure client data portal.*

 

2. Provide Tax Information

Fill out our tailored tax organizer and upload your tax documents into our secure client data portal.

 

3. We Prepare Your Return

Once all of your tax information has been submitted, we will start preparing your return.**

 

4. Payment

When your return is finished, we will notify you to make your payment.

 

5. Review Your Return

When we have verification of payment, your completed return is uploaded to the secure client data portal for your review.

 

6. We File Your Return

After you have reviewed and signed off on your return, we will either e-file it for you or provide mailing instructions if your return does not qualify for e-file.