How do I securely send you my documents?

Use our File Portal — it's encrypted and built for exactly this. Please don't email sensitive documents like W-2s, K-1s, or anything with a Social Security number.

How do I pay my invoice?

Use the Payment Portal linked in the top bar of every page. You can pay by card or bank transfer, and you'll get a receipt by email immediately.

What documents do you need for my business tax return?

Typically year-end financials, bank and credit card statements, payroll reports, fixed asset purchases, loan statements, and prior-year returns if we're new to you. We'll send a tailored checklist for your business.

When are business tax returns due?

S-corporations and partnerships are generally due March 15, and C-corporations and individual returns April 15, with extensions available. Fiscal-year filers and multi-state businesses have different dates — we track yours and remind you well in advance.

How long should I keep my tax records?

Keep returns and supporting documents at least seven years. Records relating to property, fixed assets, and business formation should be kept for as long as you own the asset, plus seven years.

Can you help if I've received an IRS or state notice?

Yes. Send the notice through the File Portal as soon as you get it — most notices have short response windows, and many are resolved quickly when handled early.

Client Resources | Portals & Dates

How do I securely send you my documents?
Use our File Portal — it's encrypted and built for exactly this. Please don't email sensitive documents like W-2s, K-1s, or anything with a Social Security number.
How do I pay my invoice?
Use the Payment Portal linked in the top bar of every page. You can pay by card or bank transfer, and you'll get a receipt by email immediately.
What documents do you need for my business tax return?
Typically year-end financials, bank and credit card statements, payroll reports, fixed asset purchases, loan statements, and prior-year returns if we're new to you. We'll send a tailored checklist for your business.
When are business tax returns due?
S-corporations and partnerships are generally due March 15, and C-corporations and individual returns April 15, with extensions available. Fiscal-year filers and multi-state businesses have different dates — we track yours and remind you well in advance.
How long should I keep my tax records?
Keep returns and supporting documents at least seven years. Records relating to property, fixed assets, and business formation should be kept for as long as you own the asset, plus seven years.
Can you help if I've received an IRS or state notice?
Yes. Send the notice through the File Portal as soon as you get it — most notices have short response windows, and many are resolved quickly when handled early.

Portals and resources for our clients.

File Portal

Payment Portal

Tax Organizer

Important Dates

Portals, deadlines & documents — FAQ