We are pleased to assist you with your tax preparation process.

New Clients: To Get Started, please complete the information requested below. Once this is completed - Check Your Email . We will be sending you access to your secure client portal to complete your tax intake form and we will provide you the next steps in the tax preparation process.

Existing Clients- Please go back to the main page of the website and sign into your portal and fill out the intake form from there. 

We VALUE the SECURITY of your information - so please submit all information in your Secure Client Portal