Step 1: Complete this online form. It has three sections;
- Required Notices,
- Collection of your contact information & technology consents,
- Orientation on firm procedures for a new Client.
Step 2: Onboard your documents/Info into the Portal in the next three (3) business days.
After the form comes to our staff, we generally call within one (1) business day. During the call:
- You provide your SSN so we can use it to set up the Portal
- If you need tech support getting used to a Portal just ask in the call for that help
Then you will upload the items listed in the checklist to the Portal within three (3) business days.
Our Mission:To provide
legal, long term tax strategies & quality service that considers the unique facts & circumstances of the Client.
Confidentiality & Security = Summing it all up in one sentence.Our firm uses a portal to communicate and transmit sensitive financial data.
Please enter your secure, confidential email address to receive the CLIENT PORTAL notifications.
Email/SMS Texting will be used for PORTAL NOTIFICATIONS and general updates only. We do NOT transmit sensitive tax & financial information by email/texting.
