Client Tools

My1040

A secure online fillable tax organizer, you can use to upload tax preparation documents directly to us.

Tax Client Portal

A portal which allows you to send, receive and view documents securely.

File Upload

You can use this service to send us files or to receive files from us.

Pay Invoices

We encourage you to take advantage of our online credit card payment option!

Have a Question?

Use the link below to send us a message or call us at 800.244.7444.
We’re happy to help.

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