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 IRS.gov 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.