Client resources

The useful links, all in one place.

Use the secure portal for documents, schedule time when you need a conversation, and start with the checklist when you are preparing for tax season.

Client portal

Upload documents, respond to requests, and exchange sensitive information through Financial Cents.

Choose an available appointment time without the back-and-forth.

Prepare for your tax appointment

Every return is different, but these categories cover the documents most clients need. Your portal request may include more specific items.

Photo identification, Social Security information for household members, and your prior-year return if we did not prepare it.

W-2s, 1099s, retirement statements, investment records, business income, and other tax documents received.

Education, childcare, property tax, charitable giving, healthcare, energy improvements, and relevant business expenses.

Marriage, divorce, dependents, moves, new businesses, property sales, estimated payments, or correspondence from a tax agency.

Trusted starting points

These links lead to government websites for accounts, payments, forms, and general information.

Keep sensitive information out of ordinary email.

Use the secure client portal for tax documents, Social Security numbers, financial statements, and other confidential records.

Still looking for something?

We can point you toward the right document, agency, or next step.