Client Support

Click the link to log into your Client Support Portal – Client Portal/Help/Support

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Login to check the status:

  • Make a request for assistance. Got a question or received a letter. Create a ticket. 
  • Submit tax documents for tax preparation (secure and confidential). Create a ticket to submit. 
  • Edit an open ticket to submit additional documents at different time periods. (you must log into the portal to see your open tickets)
  • Review and download a copy of your completed tax returns review your ticket. 
  • Receive a project update.
  • Review past or current invoices – View invoices click the button below.
  • Upload Documents – Click the button above.
  • Download documents.
  • Helpful Articles related to accounting, bookkeeping, taxes,
  • and more…

Click Here or Below to Pay and View Invoices and Payments

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Don’t have your password? Click forgot password in the client portal. 



It’s time to review your W-4 information. The image above is for the Federal W-4 but if you live in a state with state tax withholding you will also need to update your State Withholding form. Did you have life changes? You can also use the link below to the IRS calculator

https://www.irs.gov/individuals/irs-withholding-calculator