Client Portal
Access Your Account Here
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)
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Click Here to Access Client Portal
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.)
November Special for 2023 Tax returns
Senior Personal Returns
$189.00
Your 2023 Personal tax return; includes, personal tax 1040 SR, 1 State return, Sch A, email tax return binder. Does include audit assistance- Does NOT include Refund Adv fees or MISC forms (can add for fee); for High School Seniors & Senior Citizens ages 55+ (Filing status SINGLE no dependents ONLY)
Personal Returns 1040
$389.00
Your 2023 Personal tax return; includes, personal tax 1040, 1 State return, Sch A, email tax return binder. Does include audit assistance- Does NOT include Refund Adv fees or MISC forms (can add for fee)
Business Returns Sch C
$789.00
Your 2023 Business tax return; includes, personal tax 1040, 1 State return, Sch A, 1 printed & email tax return binder, Business Sch C, E, F; audit assistance is included- Does NOT include Refund Adv fees/
P & L Statement must be provided by client
Business Returns 990, 1065 or 1120
$1,089.00
Your 2023 Business tax return; includes, 1 printed & email tax return binder, Business 1065 or 1120 forms; audit assistance is included- Does NOT include 1040 forms, does NOT include Refund Adv fees/
P & L Statement must be provided by client
Tax Audit Assistance
Personal Financial Planning Session
Business Advising Strategy Session
Got an IRS or State Audit letter? Where to Start?
This service is FREE for MBS filed returns; all others, fee is based on hours required, (inquire within)
Business Advising Strategy Session
Personal Financial Planning Session
Business Advising Strategy Session
Let's strategize areas such as management, accountancy, law, human resources, marketing, financial control, digital transformation, exit planning or any of many other specialized fields; $129 per hour
Personal Financial Planning Session
Personal Financial Planning Session
Personal Financial Planning Session
Understand the basic principles that can make or break your financial future.
Learn the practical, proven action steps to take in the short-term and long-term.
Develop a PLAN OF ACTION that leads to financial freedom!
