Client Portal
Secure messaging & file uploads
Use the portal for anything private (IDs, SSNs, tax docs). Please don’t email sensitive info.
Contact
Fastest: send a secure message in the Client Portal. Typical reply within 1–2 business days.
General questions only
We’ll reply by email. For documents or personal data, please use the portal instead.
Text or Call
Mon–Fri · 9am–5pm ET
Quick questions are welcome by text. For detailed items, the portal is best.
📍 Based in South Florida — serving clients nationwide
Security tip: always verify you’re on official sites (addresses ending in .gov) before entering personal info.
✔ IRS-Authorized e-File
•
🔒 Encrypted Client Portal
•
🏆 Serving clients since 2017