Access to the Client section of our website is reserved for clients who have requested our portal services. This is a secure extension of our website designed to allow a better and more convenient communication exchange between our professional staff and our clients.  From this website, clients can access several important documents including: Tax Return - You can view a static (PDF) copy of your Federal and State tax returns, or you can download a copy to your own personal computer.  Once your return is download, you can print a paper copy, or email a copy to a third party, e.g. your banker for loan origination or compliance purposes. Web Organizer -  A tool to help our clients organize their tax return information and documents.  A completed Web Organizer is a very effective way to give us your return information and will assist us in preparing your tax return in a timely manner. The Web Organizer can be printed, completed and returned to our office along with your tax return documents or it can be completed online and transmitted to our office along with an attached copy of your tax documents. Document Presentation - You can view a static (PDF) copy of reports that we want to sent you, e.g. accounting and payroll reports, financial statements, tax return source documents (W-2's, 1099's, K-1's, etc.), and investment reports.  You can view and download any documents to your local computer. File Exchange - You can view and download Word and Excel files that we want to send you.  In most cases, you can make changes and upload the files back to us, or send us an original copy of a Word or Excel file, and copies of your accounting and depreciation backup files, e.g. Quickbooks, CBS, and Fixed Assets records. If you would like to learn more about this service, please contact us. If you have a current account with us, please login below using the login name and password that you were provided.  If you can not recall your login name or password information, or if you are having problems logging into this site, please call us.