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

The tax rules for deducting the computer software costs of your business

Do you buy or lease computer software to use in your business? Do you develop computer software for use in your business, or for sale or lease to others?

Business website costs: How to handle them for tax purposes

The business use of websites is widespread. But surprisingly, the IRS hasn’t yet issued formal guidance on when Internet website costs can be deducted.

Tax Saving Opportunity – Excess Business Losses

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