***PLEASE NOTE***

Do not upload your documents to this portal without first communicating with me via email or phone.  If you upload documents without an active letter of engagement on file, all documents/communications via this portal will be deleted without review.

• When uploading documents, please do not combine all documents into one file.
• Please upload each document or document group (W-2’s, 1099-NEC forms, 1098 forms, etc.) individually and identify each document or document group by naming the file to make sure I am able to locate each document.  This helps me make sure there aren’t any documents missing prior to preparing your returns.
• If you’re experiencing problems uploading your files, feel free to drop all of your documents off in an envelope or folder at the office in the drop box in the front door.
• I prefer PDF files, but I will also accept the following:
  • .doc
  • .docx
  • .xls
  • .xlsx
  • .csv
  • .jpg

If you’d like to request access to the portal, please either call or email me.

Client Portal Login