Links for Clients
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SecureFilePro Client Portal
Our safe online portal for clients. Use this space to upload and download financial documents including tax returns.
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New Client Info Packet
All new tax clients must complete this secure form prior to tax preparation. The form can easily be submitted online with one click.
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Client Info Packet
All returning tax clients should complete this secure form on an annual basis to ensure critical information has been updated.
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Where's My Refund Tool
Check the status of your income tax refund. Please allow 36 hours after filing for your information to appear.
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Form 2848
This is a power of attorney form. Use this document to authorize me to represent you before the IRS.
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IRS Contact Information
This is a detailed help list for a variety of tax issues. It includes both online resources and contact information such as phone numbers.