Everything you need, one door.
Current clients: the portal is the front door for everything — documents, signatures, and deliverables. Bookmark it, and never send tax documents by regular email again.
Secure file exchange & e-signature.
Client Portal
Upload documents, retrieve deliverables, and sign electronically — encrypted in transit, with identity verification. Works from a phone on a job site as well as it does from a desk. The portal is an exchange channel, not an archive — records management stays with you, so download and keep your own copy of anything you’ll need later.
Open the Portal →Sending documents safely
Photograph or scan, then upload to the portal — not email. Regular email is not a secure channel for tax documents, and portal uploads land directly in your file where the team works. Locked out? Call the office and we’ll reset access.
Standing deadlines worth knowing.
Quarterly Estimates
Individual and owner estimated taxes: April 15, June 15, September 15, and January 15. If we plan your estimates, the vouchers and amounts arrive through the portal ahead of each date.
January 31
W-2s to employees and 1099-NECs to contractors. If we run your payroll or track your subs, this one’s ours — your job is W-9s collected before first checks.
March 16 / April 15
Calendar-year S-corp and partnership returns are due mid-March; C-corps and individuals mid-April, with extensions available. Document checklists go out well before — the earlier the upload, the earlier the filing.
Anything With a Deadline
IRS notices, state letters, bond-agent requests: send them through the portal the day they arrive. Deadlines are manageable when we see them early and miserable when we don’t.
Ready when you are. Virtual or in-office.
Every tax return prepared and signed by a licensed CPA or IRS Enrolled Agent. Everything runs through the secure portal and e-signature.
Free 15-Minute CPA Consultation
Fifteen minutes with Kevin Hemingway, CPA. We discuss your tax or accounting needs, determine whether our firm is a good fit, and you leave with an estimated fee range and next steps. This consultation is for engagement evaluation and does not include tax advice, tax planning, or detailed analysis of specific tax situations.
Book a Free ConsultStrategy Consult
A paid, flat-fee review of your prior return and current books, ending in a prioritized action list you keep either way.
Book a Strategy Consult