Tax Season 2023
We are happy to have you with us this year. In an effort to improve your experience and increase engagement during the process of the work performed, we have updated our Client Portal platform to include emailing, internal secure messaging, managing invoicing and payments, status updates, and more.
Beginning January 2023, we are requesting ALL of clients set up their portal using the link below. If you had access to client portal previously, you will need to set up a new account on the new platform. We appreciate your cooperation and we PROMISE this will be a much better experience.
Also, we are here if you need us. Our team is available to our clients virtually and by phone. You can have your tax services completed on time via the methods listed below.
The New Way
In an effort to minimize in-person interactions,
please utilize the methods listed below
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Phone Conference
Call us at (240) 764-5293 to schedule.
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Virtual Meeting
Call us at (240) 764-5293 to schedule.
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Client Portal
Call us at (240) 764-5293 or email [email protected] to create your account and send you an invitation to set up your account to submit any secure documents to us.
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Email
Email us your tax documents at [email protected]
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Fax
Fax your documents to us at (240)387-6125
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Mail
Send your tax documents to us via mail at address listed above
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Secure Drop Off
Drop off your tax documents in our front door mail slot.
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New Clients
Complete this form
It is our goal to make this process as easy as possible for you. Please do not hesitate to call us and we can work with you personally to accommodate your needs.