client resources
Client Portal
Our client portal is a web‐based portal that allows you to access tax documents and tax returns and offers a secure method for sending your supporting tax documents to us through your computer or mobile phone (pictures of tax documents can be sent as well).
Schedule An Appointment
Please book your appointments in advance by using the button below. (After you book your appointment keep an eye out for emails from us).
Where's My Refund
Haven’t received your refund yet? Has it been more than 3 weeks? If so, you’ll need the following to access it from the IRS:
- Social security number or ITIN
- Your filing status
- Your exact refund amount
Schedule a Meeting
Want to talk about how we can help you with your taxes, bookkeeping or business structure? Let’s talk!