Client Login

Dear Client,

Thank you so much for your business. We strive everyday to provide you with expert advice and updated technologies. From this page you can log in to print tax returns and financial plans that we have prepared for you. You can also print copies of any items that are attached to your tax returns, your wills and trusts, insurance policies or other documents you have given us to store on your behalf.

If you are not already a Web Portal client and would like to be, please call our office and we can assist you in becoming one.

Access to the Client section of our website is reserved for clients who have requested our portal services.

This is a secure extension of our website 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.