If you have a current client portal account with us, please click here to log in.
If you would like to learn more about this service, please Contact Us.
Access to this section of our website is reserved for clients who have requested our portal services. Whether you're at work, at home, or on vacation, you always have access to your tax returns. The portal also allows us to work together more efficiently by securely exchanging supporting tax documents and QuickBooks files.
For more information regarding the security of this site, please review the information regarding the TR Data Center.pdf. This secure extension of our website allows for faster, more convenient communication and document exchange. It also allows for you to view archive copies of completed tax returns and financial statements.
Special note to our clients: Tax return copies have the social security numbers "masked" for security purposes. Please do not use the "masked" versions of the payment vouchers to send with your required tax payments. If you need replacement vouchers, please contact our office for the "unmasked" versions.