Client Portal

Welcome to the Client Portal section of our Website. Our Portal is built on the Microsoft Silverlight Platform. Therefore, when logging in for the first time, you may be prompted to install Microsoft Silverlight. Please follow the on-screen prompts and install Microsoft Silverlight. This is a safe download and the process typically takes less than two minutes to complete.

With the Client Portal, we now have the ability to provide you with quick access to your tax returns, financial statements, e-filing release forms, and many other vital documents 24/7 from anywhere with an Internet connection. You will also have the ability to easily upload and share files with us with no size limitation. All your account information on the Client Portal is secured using state of the art SSL encryption.

If you do not have a Portal account and would like to obtain one, please let us know by contacting our office.

Login to our Client Portal below: