Client Center


- Forgot Password

Tools & Resources

I just wanted to send you kudos on the client portal for entering my income tax information. I found the portal far easier to use than paper, and I didn’t lose my forms amongst all the other papers. Really it made the whole process easier… Since it was different, I almost didn’t use it, but I am happy I did.
- Robert H

How To Login To Your Secure Portal

On any page of our website, you can login to your secure portal under the Client Center (in the column at left).

Follow these simple instructions:

  1. Select the Client Login button under the Client Center at left
  2. Enter your Username: Your email address
  3. Enter your Password: The capitalized first letter of your last name followed by your Social Security Number without dashes or spaces (For Example, N111223333)
  4. Note: If you forgot your password, click on the Forgot Password link as shown in the example below

ForgotPassword.png