Secure Client Portal

With your Secure Client portal our office is always open! 24 hours a day, every day! Anytime! Anywhere!

Utilize your Secure Client Portal from your home computer or your smart phone.
Track your tax return status
Track your refund status
Upload files (W-2, 1099, etc.) All docs can be in one upload file
View your tax return
Send our office a message or view a message we sent you
Update your address, email, telephone or password

Existing clients can access their secure portal below.
If you do not have access to your secure portal yet, please click below and then click the "need a password or forget password?" link.

Secure Portal Access for Existing Tax Express Clients Click Here

Not an existing client yet? No Problem. Click Below to get started!

New Clients Click Here

Please click below for a list of documents to assist you in compiling your 2023 tax documents.

Important Tax Documents

Client Checklists to
Assist in tax data Gathering

Secure Client Portal

Client Checklists to Assist in tax data Gathering

Client Information Checklist

Self Employment Checklist

Rental Income Checklist

Client Checklists to
Assist in tax data Gathering