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Client portal

Sign in to send documents and to review and approve your return.

Existing clients

If you cannot sign in, call (704) 888-1234.

Clients without a portal login

If you were a client here before and have no portal login, call the office to set one up.

New clients

Paper documents are welcome at the office.

Documents you send through the portal are encrypted, so please send them there rather than by email.