Client Access

  • My1040Data

    My1040Data is a web based online Tax Organizer. This will allow our clients to provide their personal information and all tax return related documentation through a simplified data gathering secure interface.

    Access My1040Data.

  • Client Portal

    A secure resource to exchange and manage important documents and information.

    Enter Portal.

  • Technical Support

    Receive technical support from our team, powered by GoToAssist.

    Enter Support.

  • Online Payments

    We accept payment of your invoice via our secure online system through PayPal Services. You may pay with your credit card without signing up for Paypal, or you can use your PayPal account to make your payment.

    Go to our Online Payments page.