Client Center

We offer our client two convenient ways to interface with our practice without ever leaving your home or office. The Tax Notebook gives you the tools to organize and prepare for tax filing. FileShare is a convenient way to upload financial files or access your files online in a secure environment.

This tax organizer facilitates the process of pulling together your tax information. It’s easy to use interface allows you to enter the information directly on the screen. Then, new clients print the completed tax organizer and fax or mail it to our office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.