Remote HelpDesk Please read all instructions before starting Remote HelpDesk. Before beginnng, you must be on the phone with the staff member you will be working with. The staff member will provide you with a password to connect to our system. After clicking on the link to start HelpDesk (below), yo...

Privacy Policy Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.We collect nonpublic personal information about you from the following sources:Information we receive from you on applications, tax organizers, worksheets and other documents;Information about your transactions ...

Client Portal Portal Login E-Mail* Password* As a valued client you get a secure, password protected portal to store and access your important financial documents from anywhere at anytime. Whether you're at work, home, or on vacation you always have access to your tax returns, financial work papers,...

Obtaining an Employer Identification Number (EIN) An Employer Identification Number (EIN), also known as a Federal Tax Identification Number, is a nine-digit number that the IRS assigns to business entities. The IRS uses this number to identify taxpayers that are required to file various business ta...

Disclaimer No Rendering of AdviceThe information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.Presentation of the information via the Internet is not inten...