Client Portal

You will be able to:

Send messages
Track account activity
Schedule Appointments
Access Files
Pay Invoices/Check Balances
and more...

If you have not set up your account or

don't remember your login info-

select: FORGOT PASSWORD

Any other questions/concerns/technical challenges,

text the word PORTAL to 985-326-9297

(please allow up to 48 hours for reply- thanks)

Access Client Portal

Let's Plan For Tax Day 2024

Schedule an Appointment to Plan Your Tax Solution!

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Schedule your Appt Today!

Late filers?

The big day may have come and we are fully booked- however, schedule a consult for other options (if you are receivng a refund, the penalty does NOT apply to you)

Client Tax Intake Form: Please Complete

Completing this form will ensure that we have your current information and can potentially speed up your filing process- (upload documents on the EMAIL ACCESS tab, this is for information only, such as address, email, etc.)

Client Intake Form