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RESOURCES

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2026 QUESTIONNAIRE

Please fill out our questionnaire and upload it/drop it off along with your other tax documents.

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PORTAL GUIDE

A PDF guide to using our client portal.

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MOBILE PORTAL TUTORIAL

A video on how to access and navigate our secure client portal on a phone or tablet.

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DESKTOP PORTAL TUTORIAL

A video on how to access and navigate our secure client portal on a computer.

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HOW TO E-SIGN YOUR DOCUMENTS

A video on how to access and electronically sign your tax documents through the Client Portal.

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