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SECURE PORTAL LOGIN

If you have a login to our secure portal please client the link below.

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If you do not have a login please contact us and we will set up your initial login information.

2024 TAX YEAR ENGAGEMENT LETTER

Below is a copy of our 2024 Tax Year Engagement Letter.  Please scroll through the entire document and click on the signature box at the end, type in your name, click APPLY, repeat the process for the second signature line even if you are a single taxpayer.  Then scroll all the way down using the far right scroll bar and click "Click to Sign" and enter your email for a receipt of signature.

CLIENT INFORMATION QUESTIONNAIRE

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