Client Portal

Welcome to your Client Portal

Here you can log into your secure document upload server. We update the resources on this page regularly to ensure that you have the latest forms and insights to make your experience seamless.

To upload and view your documents securely,

please click the link below and you will be redirected to our secure client login.

Business Tax Tips

Tax Saving Opportunity – Excess Business Losses

Did you know that the CARES Act temporarily suspends the excess business loss (EBL) restrictions for individuals?

What qualifies as a “coronavirus-related distribution” from a retirement plan?

Have you been thinking about taking a distribution from your retirement plan? Many people have been contemplating whether they should or shouldn’t take advantage of this provision in the Coronavirus Aid, Relief and Economic Security (CARES) Act.

COVID-19 makes favorable changes to “qualified improvement property” – 100% bonus now or retroactive!

Although electric vehicles (or EVs) are a small percentage of the cars on the road today, they’re increasing in popularity all the time. And if you buy one, you may be eligible for a federal tax break.

The tax code provides a credit to purchasers of qualifying plug-in electric drive motor vehicles including passenger vehicles and light trucks. The credit is equal to $2,500 plus an additional amount, based on battery capacity, that can’t exceed $5,000.

To pay your invoice,

please click the link below for the Stripe secure payment portal.