For Clients

Send Us Files Securely--
To send files securely to our firm, just click the name of the intended recipient below. If sending a Quickbooks file, please use the "Portable Company File" format (*.QBM).



Download Forms--

  • Disclosure Authorization--Federal law requires you to complete an authorization form before we can discuss or transmit your tax returns to a third-party. Simply download the form and send to our offices to authorize such a disclosure.



Make Payments Online--
For your convenience, the button below can be used to make payments via our website. Simply click the button, enter the dollar amount in the "Quantity" field, and follow the prompts to complete the credit/debit card charge.