Resources
Share tax documents securely
Use the firm’s approved client portal for tax records containing Social Security numbers, account details or financial statements.
Existing clients
Use your established portal account. If you are unsure of a link or receive an unexpected access request, verify it with the office before signing in.
New clients
Contact the office to confirm the engagement and document-sharing instructions. Do not attach sensitive records to an ordinary introductory email.
Prepare your documents
Organize files by tax year and use clear filenames.
- Prior-year tax returns and current income statements.
- Business financial statements and estimated-payment records.
- Deduction support and shareholder or partner statements.
- Complete IRS or state notices, including every page.
Portal access
Use the link below to sign in to the client portal, or call (561) 334-4066 if you need access assistance.