Currently under construction:
We have switched to TaxDome as of 2/15/2022. Check back later for additional updates and resources. The videos below are outdated
Your Client Portal:
Your client portal will allow you to securely transmit documents to me via the file exchange.
The portal also serves as a way to download documents I upload to the portal on your behalf such as copies of financial statements, or copies of your tax return.
How To Login To Your Client Portal Account:
How To Reset Your Password:
How To Upload Documents to Your Portal Account: