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Client Portal

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


Information Station

Have a question and need an immediate answer? 

Select here to to view our knowledge center, where you can find general answers to your most common questions. 

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)

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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


Tax Intake 


Select here to complete our intake questionnaire securely online. You may complete this on a computer or using your mobile phone.