Secure Client Portal

Your privacy is important to me. I collect nonpublic personal information about you from various sources that include but are not limited to:

  • Interview regarding your tax situation
  • Applications
  • Organizers
  • Other documents that supply such information as you name, Social Security Number, number of dependents, income, and other tax-related data.
  • Tax-related documents you provide that are required for processing tax returns such as Form @-2, 1099R, 1099-Int, and 1099-DIV.

With that being said, do not transmit and documents or information via email, text, or facsimile. This client portal is available in order to share documents and other communications. This portal is much more secure than using email, text, or facsimile. This tool is available to you and will help maintain the protection of you personal and confidential information. Please contact me if you have any questions regarding my privacy policy or this portal.