Client Portals
Secure Client Connections
Security of client information is important to us. We use secure sites and forms to collect information from and send information to our clients. Please select one of the following options.
Client Portal
| Send or receive tax, payroll, or bookkeeping files using our secure web portal. |
Tax Organizers
| Individual Tax Organizer - detailed questionnaire for new & existing 1040 clients | |
| Individual Tax Organizer - shortened questionnaire for existing 1040 clients | |
| Business Tax Organizer - for partnership and corporation tax clients |
For professional tax advice and service, complete our contact form or call us at (678) 919-1250. We offer services tailored to your needs.