Convenient & Secure!

As a valued client, you will have a secure, password-protected portal to store and access your important financial documents. This portal also allows us to work together efficiently by securely exchanging working documents,

scanned receipts, and very large QuickBooks files.

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Updates regarding the upcoming 2021 Tax Season

At this time, we are not scheduling face-to-face appointments this year due to covid. Your documents can be uploaded to your portal or dropped off at any time.

In January, the IRS will send you Letter 6419 to provide the total amount of advance Child Tax Credit payments that were disbursed to you during 2021.

Also, IRS Notice 1444-C will be issued to individuals who received a third Economic Impact Payment.

Please keep these notices regarding your advance Child Tax Credit payments & third stimulus check with your tax records.