Everything you need, one door.
Current clients: the portal is the front door for documents and deliverables. Bookmark it, and never send tax documents by regular email again.
Secure file exchange.
Client Portal
Upload documents and retrieve deliverables — 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.
When something needs a conversation.
Most things do not. Documents move through the portal, questions inside your engagement get answered without a meter running, and a return arrives with the look-back that explains it. When a matter does need talking through — a notice, a distribution question, a decision before you sign something — put it on the calendar, or call the office if it is quick.
Book a Working Session
Thirty minutes, by video. Bring the document or the question. If it turns out to be a larger matter, we scope it properly rather than rushing it into the slot.
Or Reach Us Directly
Routine items are faster in writing. Send documents through the portal, email a question — never client data or tax forms by email — or call 281-753-0117 if that is easier.
Ready when you are. Virtual or in-office.
Every tax return prepared and signed by a licensed CPA or IRS Enrolled Agent. Documents run through the secure portal; anything you sign is sent to you electronically.
Fifteen Minutes with the Principal
Face to face by video with Kevin Hemingway, CPA. We size up what you need, whether the firm is a good fit, and what an engagement would cover — and you leave with a clear scope and next steps. This consultation is for engagement evaluation and does not include tax advice, tax planning, or detailed analysis of specific tax situations.
New Client IntroSend Documents
New or current, the portal is the way in. Last year’s return, your books, a notice — encrypted, and never by email. No account needed to send us something.
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