We have a few helpful tools for you. First and foremost is our “Useful Links” where we have provided you quick access to some great websites. These websites should help you gather the documentation you need and giving you the simplest tax preparation process possible.
A client portal has been established for clients to be able to upload accounting and tax preparation documentation if need be. For the most safe and secure way to pass along your tax prep documents we always prefer them to be hand delivered. But we do understand that situations arise and some of you may even live out of state. To gain access to the client portal we ask that you contact our office either by phone or email.
Thank you so much for letting us serve you!