Client Resources

Access your files. Get the latest documents

Click on any icon to download the document or visit the website


Client Portal

Sign into our secure client system to access important documents.

Taxpayer Checklist

Get a head start on this year’s taxes.  Download the client organizer

Client Agreement

Need to engage our services this year?  Please sign this agreement and return with your tax information.

Internal Revenue Service

Visit for any tax-related information.

Rental Checklist

Have rental properties?  Get all your documents ready with this handy checklist.

Small Business Checklist

Business taxes don’t have to be hard, use this checklist to gather all your documentation.