We are committed to providing efficient and secure ways to share documents and information. To better serve our clients, we’ve introduced a secure client portal that allows you to safely upload documents such as W-2s and other tax forms. Once your return is complete, we will also upload a copy to your portal for easy, private access using a password you create.
If you’d like access to the client portal, simply let us know and we’ll send you a link with step-by-step instructions to get started.
We use secure systems to protect your personal and financial information at all times.
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