We are excited to announce that we’re going green, and we want you to come along! New technology allows us to eliminate much of the paper needed to prepare your tax return. We have already been storing our files electronically and now we can deliver your tax return electronically as well.

We will set up a secure client portal for you at no charge. This secure client portal will allow us to deliver your tax return to you as soon as it is completed. You will be able to access your tax documents through our website using your unique user name and password. This will enable you to  view, print and save your documents anywhere you have internet access. Just as on-line banking allows you to have instant access to your bank account, this new technology will give you instant access to your tax documents.

If you choose not to use the free secure client portal and would prefer to receive a bound client copy of your tax return, a $10 fee will be charged to cover the cost of materials.  See the enclosed Schedule of Services for specific details.

If you have questions, please feel free to contact us at (502) 451-8678.