To Get Started, Complete the Form Below.

After recieving your Client Intake Form, Your ERO will send you an email to create your Secured Client Portal.  The link is time sensitive. The Client Portal will allow you to

• Use your Email Address as your "USER NAME"

• Upload Your Tax Documents and a Copy of your Photo ID.

• Create a Signature so you can Sign your Tax Documents during your One-on -One Virtual Tax Session. 

• On Demand Access to a copy of your Tax Return for one (1) Year. 

• IRS Accepted or Rejected status will be sent to you via Text or Messages. 

• Stay Connected~ Send your ERO a message via the Client Portal anytime.