Click the Client Portal button on our website and select “Submit Inquiry.”

This securely creates your client profile and begins the onboarding process.

No. All new engagements must begin through the Client Portal inquiry form for security and workflow accuracy.

Your name, contact information, and the type of service you need (Individual Tax, Business Tax, Bookkeeping, Sales Tax, Investment Tax, IRS Representation, Advisory).

You will receive a portal invitation within one business day after submitting your inquiry.

Please wait until your portal is activated. All documents must be uploaded through the secure portal.

It outlines the scope of work, responsibilities, and fees. Your engagement officially begins once it is electronically signed.

The Organizer is a short digital questionnaire tailored to your selected service. It typically takes 5–15 minutes.

You can select multiple services in the Organizer. Your workflow will automatically route to the correct pipelines.

Required documents depend on your service type. Examples include:

• W‑2, 1099, K‑1, prior‑year returns (Individual Tax)
• Financial statements, bank statements, payroll reports (Business Tax / Bookkeeping)
• Rental income logs or STR details (Investment Tax)
• IRS notices or transcripts (IRS Representation)
• Sales reports (Sales Tax Filing)

The portal will guide you based on your selections.

The portal uses encrypted, industry‑standard security protocols. All communication and documents remain protected within the system.

Yes. Married filing jointly clients may share one portal account, or request separate accounts if preferred.

After your Organizer is submitted, an invoice will be issued based on your selected service and any applicable add‑ons.

You can securely register your payment method (ACH or card) directly through the portal.

Payment is typically required before work begins, as outlined in your Engagement Letter.

Your account will automatically move into the appropriate service pipeline (e.g., 1040, Business Tax, Bookkeeping, Sales Tax, Investment Tax, IRS Representation).

You can view updates, messages, tasks, and completed documents anytime through the Client Portal.

You can list all entities or properties in the Organizer. Additional fees may apply depending on complexity.

Yes. You can request additional services at any time through the portal’s messaging feature.

We will issue an updated Engagement Letter and Organizer if needed, and your workflow will be adjusted accordingly

Yes. We serve clients nationwide and internationally through our secure digital platform.

Upload the notice through the portal and select IRS Representation in the Organizer. We will review and advise on next steps.

Yes. You can request additional services anytime through the portal’s messaging feature. We will issue an updated Engagement Letter if needed.

Submit your inquiry through the portal and select “Unsure.” We will review your situation and guide you to the correct service category.

Submit your inquiry through the portal and upload any relevant documents immediately. Mark your message as Urgent so our team can prioritize your case.