Please print and read all organizer letters prior to completing your 2020 organizer. A signed copy of the engagement letter should be received by our office with your information. Thank you!
Access to this section of our website is reserved for clients who have requested our portal services. Separate Login instructions have been mailed directly to clients.
This secure extension of our website allows for faster, more convenient communication and document exchange.
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If you'd like to learn more about this service, please Contact Us.
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.