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Getting Started
If you would like to get started with our services, we will include a link below to our secure client portal, TaxDome, which is used for client communications and document exchange.
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For a better experience, download the TaxDome Client Portal, available for iOS or Android.
Appointments are not necessary. After you have created a client account with the TaxDome portal, you will go through a self-paced process that allows you to answer questions and upload documention directly to the portal. There is a Private Message feature that allows you to contact your tax preparer directly. Preparation of your return begins once you have provided all necessary information.
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