As a valued client you get a secured, password protected portal to store and access your important tax and financial documents from anywhere at anytime.
Please follow the link below to access your client portal:
Choose the document below you would like to sign electronically:
Engagement Letters:
2025: TY2025 - Individual Income Tax Return - Engagement Letter
2025: TY2025 - C Corporation Tax Return - Engagement Letter
2025: TY2025 - S Corporation Tax Return - Engagement Letter
2025: TY2025 - Partnership Tax Return - Engagement Letter
2025: TY2025 - Trust Tax Return - Engagement Letter
2025: TY2025 - Form 1099 Preparation - Engagement Letter
Tax Organizers:
2025: Individual Tax Organizer
2025: Profit or Loss (Sole Proprietorship)

