Client Homepage

Client Portal Login

Click the button above to be taken to our portal and upload your tax documents or download your tax returns here.

If you are a new client please take the time to click the questionnaire above and fill this out so we can meet your needs!

Genius Scan

Don’t have a scanner? No problem, download Genius Scan on your phone!

Genius Scan for Apple Genius Scan for Android


Genius Scan Tutorial