​​We use a secure online portal to communicate, share documents, and keep your information safe. You can sign up and onboard yourself anytime.

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Step by step guide

1. Create Your Account
   Click the button below to access our secure portal (powered by TaxDome).

2. Tell Us What You Need
   Choose the service you’re looking for — or select “Still Deciding.” We’ll guide you either way.

3. Complete the Intake Forms
   Answer a few short questions so we know how to help.

4. Upload Your Documents
   Think W-2s, K-1s, 1099s, IRS letters — whatever you have. No need to be perfectly organized.

5. We’ll Take It From Here
   Expect a response from us within 24 hours. You can always call or email if you get stuck.