Client Tax Portal

This link will allow you to create a secure client profile and upload your tax documents.

[To retrieve your completed return, click the link in the remote signature section to download it.]

Access your online or downloadable Data Forms

Online Data Form

Single Member Business Income and Expense

Use the link to access the business income and expense document in form mode. Answer the appropriate questions, and when done hit submit. We'll have your responses on our end, so no need to upload the form to the tax portal.

Income & Expense

Online Data Form

Rental Property Income and Expense

Use the link to access the rental income and expense document in form mode. Answer the appropriate questions, and when done hit submit. We'll have your responses on our end, so no need to upload the form to the tax portal.

Rental Property Income & Expense

Blank Downloadable Data Forms

Single Member Business Income & Expense (pdf)Download

Rental Property Income and Expense (pdf)Download

Partnership & Corporation Income and Expense (pdf)Download

Blank Downloadable Deductions & Credits tax form

Deductions and Credits is for anyone with the applicable information. Married filing joint only needs 1 form. Understand that the deduction amount must exceed the standard deduction to make an impact on the return (see table below). There is an additional cost to itemize your tax return.

Deductions and Credits (pdf)Download

2026 Standard deduction & Tax Brackets

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