Secure Client Portal

Potential Clients – Please call 704.499.9054 or contact us via our MESSAGE BOARD  to send us a message.

2018 Tax & Accounting Portal – Please use this link to get to our current portal CLIENT PORTAL. You will be able to request and schedule appointments from this portal site as well as download your tax data.

The 2018 Engagement Letter is required upon hiring our firm to prepare your tax return.

Previous Client Portal

Client Portal Login