Welcome back.
Reach the portal, review how our process works, or send us a note. If you've worked with the firm before, you're in the right place.
Sign in to your account.
Upload documents, review prior-year returns and other important tax documents, or send us a secure message. The portal is the secure way to send anything sensitive.
What can we help with?
Send us a document
Use the portal for anything containing personal or financial information. It's the only secure way - email is not.
Ask a question
Quick questions can come through the contact form, though email is preferred.
Schedule a call
For matters that benefit from a conversation, send us a message and we'll set up a time.
The annual rhythm, in plain terms.
Engagement
December. Annual, calendar-year engagements sent and agreed upon.
Document collection
January. Payment for services collected. Personalized tax information requests sent. Portal access for clients and advisors to securely upload tax information.
Preparation & review
February through April. Returns prepared and delivered for client sign-off. Detailed email explaining each tax return and related action items; financial advisor copied to ensure coordination. Estimated tax payments scheduled.
Year-end planning
Fall. Year-end planning conversation. Review income, assets, and estate intentions. Set multi-year tax plan as appropriate. Coordinate with other advisors to ensure plans are executed.
Throughout the year
Ongoing access scales with your chosen engagement level. The portal stays open year-round, and we're glad to hear from you within the scope we've set up together.