Back to top

Client Login

Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.

News

TAS Success Story: TAS Resolves A Tale of Two Investment Claims

November 23, 2022  –  Every year the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. This success […] The post TAS Success Story: TAS Resolves A Tale of Two Investment ...

NTA Blog: Giving Thanks, Giving Tuesday (November 29): Tax Benefits and Charitable Contributions

November 22, 2022 – On Thanksgiving, together with my family, I will pause, reflect, and give thanks for the good […] The post NTA Blog: Giving Thanks, Giving Tuesday (November 29): Tax Benefits an...

Tax Pros: Renew your PTIN by Dec. 31, 2022

If you prepare or help prepare federal tax returns for compensation, you must have a valid Preparer Tax Identification Number […] The post Tax Pros: Renew your PTIN by Dec. 31, 2022 appeared first ...

NTA Blog: Update on IRS Progress in Working Through Its Backlog of Paper-Filed Tax Returns and Correspondence (Part Three)

November 10, 2022 -This is Part Three of a blog series on IRS Processing and my recent experience at the […] The post NTA Blog: Update on IRS Progress in Working Through Its Backlog of Paper-Filed ...

NTA Blog: My Recent Kansas City Campus Experience (Part Two)

November 2, 2022 – As discussed in Part One, I, together with several other IRS executives, had the honor to […] The post NTA Blog: My Recent Kansas City Campus Experience (Part Two) appeared first...

NTA Blog: My Recent Kansas City Campus Experience (Part One)

November 1, 2022 – Earlier this month, I spent a week at the IRS campus in Kansas City helping campus […] The post NTA Blog: My Recent Kansas City Campus Experience (Part One) appeared first on Tax...

TAS Tax Tip: File Your 2021 Tax Return to Claim Certain Credits Before Time Runs Out to Use IRS Free File Options!

October 28, 2022 – The Taxpayer Advocate Service shares information to help taxpayers claim credits on their 2021 tax returns. […] The post TAS Tax Tip: File Your 2021 Tax Return to Claim Certain C...

TAS Tax Tip: Tax resources for individuals filing a federal income tax return for the first time

October 27, 2022 – The Taxpayer Advocate Service shares information to help first-time filers meet their federal tax obligations. Every […] The post TAS Tax Tip: Tax resources for individuals filin...

TAS Tax Tip: Did IRS adjust your charitable contribution deduction?

October 26, 2022 – The Coronavirus Aid, Relief, and Economic Security (CARES) Act enacted March 27, 2020, permits taxpayers to […] The post TAS Tax Tip: Did IRS adjust your charitable contribution ...

TAS Tax Tip: Feel like you are not responsible for a debt owed by your spouse or ex-spouse?

October 17, 2022 – If you file jointly and your spouse has a debt (this can be a federal, state […] The post TAS Tax Tip: Feel like you are not responsible for a debt owed by your spouse or ex-spou...