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Online Access

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Access to the Client section of our website is reserved for Individual Tax clients and Accounting & Payroll Clients

This is a secure extension of our website.

1) Individual (not business) Tax clients can see and print prior tax returns, complete the organizer and upload/download documents.

2) Accounting and Payroll clients can access reports, tax returns, payroll information and upload/download documents.

If you are an individual tax client that is logging on to see your tax return and/or your organizer to enter data or upload information your logon will be your email address.

This feature is designed to allow better, more convenient communication exchange including documents and services.

If you have a current account with us, please login.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.