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Client Portal

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

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Where's My Refund

Need to know the status of your refund?

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What you will need:

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  • Social security number or ITIN

  •  Your filing status

  •  Your exact refund amount

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Virtual Team Meeting

Virtual Session

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

 

3 STEPS TO CONNECT:

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

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2. Enter your name

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

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Information Station

Have a question and need an immediate answer? 

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

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