Use the buttons below to access our secure client portals for exchanging documents

For help on how to use Financial Cents or SmartVault use the buttons below

New indvidual clients click the button below to access our new client tax intake form

Existing individual clients click the button below to access our 2024 tax questionnaire

Existing individual clients click the button below to access our engagement letter for 2024 tax returns for individuals

New business clients click the button below to access our new client tax intake form

Existing business clients click the button below to access our 2024 tax questionnaire

Click one of the buttons below to view our current Engagement Terms and Conditions