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Client Portal

If you are uploading your completed 2024 Client Intake Form and tax documents and we cannot complete your return by 4/15/25, we will file an extension for you. REMINDER that this is only an extension to FILE your tax return, not an extension to pay your tax due. If you typically owe taxes you will need to make an estimated tax payment on or before April 15, 2025 using the links in our payment center.

If you would like to securely share important tax documents, please use the access link below and include your name and email address. 

UPLOAD TAX DOCUMENTS

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