Client Resources

We are in the process of consolidating our file exchange platforms, and we are encouraging clients to use ShareFile. We will continue to provide multiple options until further notice. 


For new clients, or for a quick file transfer, use this link to securely transfer your data.  

Citrix ShareFile

Returning clients should use their personal folder links whenever possible. For new clients, or for a quick file transfer, use this link to securely transfer your data.  

File Share

First time users will need to follow this link and register for account access before using this feature. Returning users may use this link to login and upload files accordingly.


Tax Process 

Click on the link above to open a flowchart documenting our firm's standard tax process.


Client Tax Organizer

Click on the link above to open a blank Client Tax Organizer. Be sure to download the PDF before filling it out. Returning clients should complete the proforma'd organizer.

Events Calendar
The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Federal Tax Forms & IRS Publications
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.