Secure Client Portal
Getting Started with the Secure Client Portal
The Client Portal offers a secure way to share important tax documents with your preparer. When all tax documents are ready, follow the steps below to get started.
File Upload: Guest Exchange Instructions
Click here to upload your tax documents directly to your tax preparer.
Please include a good phone and email address for us to contact you.
Once we download your file, we will contact you via email to let you know that we have received your file.
Please contact us at 214-619-0200 or email us if you have any questions.
Tax Appointments Options
Appointment in Office: Call 214-619-0200 or email us to schedule an appointment.
Remote: Secure Portal: Upload your tax documents.
Drop-Off: Drop your tax documents at our office during business hours.