Looking for organizers? We've moved to TaxDome — your secure client portal
All client questionnaires, document uploads, signatures, and invoices are handled through TaxDome — a secure, easy-to-use portal designed to keep your information organized and protected.
No more paper forms or email attachments. Everything you need to work with us lives in one place, accessible from any device.
Everything in one secure place
Secure Document UploadDrop off your tax documents safely — no email attachments, no fax. Centralized MessagingTrack all requests and conversations with your preparer in one place. Electronic SignaturesSign engagement letters and IRS authorizations without printing a thing. Document LibraryView all your tax returns and completed documents anytime, from any device. Online Invoice PaymentPay your invoice quickly and securely right inside the portal. Resources
Useful government links our clients reach for between appointments.
Estimated Tax & Self-Employment
Direct links to the official refund status page for every state with a state income tax. States with no income tax are omitted.