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Client Portal, Forms & Resources

Client Portal Access Request

Client Portal Login

New Client Appointment Request

Taxes To Go Client Application App Request: Have The Application Sent To Your Phone

Tax Preparation Application Documents

Revised Feb 9th, 2024

All documents required are fillable (you can type in the fields)

 We recommend opening and completing them in a PDF viewer such as Adobe Acobat Reader for greatest compatibility

and to not complete in your browser if the signature fillable field is not visible


Taxpayer Occupation Brochures