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Current clients

Secure client portal

Never email tax documents. Current clients receive a private portal link to upload W-2s, 1099s, settlement statements, and IDs. Documents are encrypted in transit and at rest, every login requires multi-factor authentication, and returns are e-signed through an IRS-compliant Form 8879 workflow.

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What to have ready

  • Photo ID for you and your spouse if filing jointly
  • Social Security cards or ITIN letters for new dependents
  • Last year’s tax return if you are new to us
  • All W-2s, 1099s, and K-1s you have received
  • Business income and expense records, or your bookkeeping file
  • Any IRS or state notice you have received
  • Bank routing and account number for direct deposit

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Five minutes of your time and you will know exactly what your return costs.