Our client portal enables you to securely send us sensitive information and confidential documents.
To request access to our client portal, call or text us at (210) 402-9619.
How it Works
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Call or text us at (210) 402-9619 with your name, date of birth and eMail address.
We’ll set-up your access to our secure Client Portal. Once your access is established, you will receive a notification and can begin by uploading your documents.
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We will get right to work on completing your return.
We will confirm with you that your documents have been received and get right to work.
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Finalizing and Filing
Once your return is completed, we will schedule a final review with you, secure all of the necessary signatures,
complete payment for the return, then securely and electronically file your return to the IRS.
