top of page
Client Portal.png

Client Portal

Upload your documents to our office or view documents we have placed in your portal. 

Image by NeONBRAND

Where's My Refund

Need to know the status of your refund?

What you will need:

  • Social security number or ITIN

  •  Your filing status

  •  Your exact refund amount

Virtual Team Meeting

Virtual Session

At the time of your meeting for a virtual session, click here to join the video conference.



1. Be sure to allow your computer or mobile phone the video and microphone access for the site.

2. Enter your name

3. Knock (the conference room is locked, we only allow access by name identification coupled with your appointment time)


Intake Questionnaire

Complete this intake questionnaire to aid us in understanding what taxable events occured. This enables us to ensure your tax return is prepared with accuracy. 

Once started, you may not be able to save, depending on the device used. You need about 10-15 minutes to complete.


If you have a spouse, please have your spouse ready to sign as well.

bottom of page