Thank you for your submission.

We are very excited to help you with your tax needs this year!

Next Steps:

Please click the button below to securely upload your prior year tax return.

NOTE: Your prior year tax return will provide us with the data we need to set you up in our tax software. If you choose to drop off or mail your copies, please keep in mind there will be a delay in getting access to your Client Portal.

Upload Documents

Please allow up to 5 business days for your Client Center to be set up by our admin team.  If it is tax season, you will find your Client Questionnaire within your Client Center soon after setup.

The Client Center will be a space for you to upload your current year tax documentation, receive missing data requests for our team, and view copies of your completed tax returns.  You can download the app below to make you Client Center experience even easier! (Please note that you will not be able to login until we have created your account.)


If you have any questions, please contact us at 513-755-0200 or  Thank you and we look forward to working with you!

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