Facebook
LinkedIn
Close
Back

Client Login

- Individual Clients
- Business Clients
- Client Employee


Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

Accounting Software Login

Hosted QuickBooks

Accounting Software Login

QuickBooks Online

Accounts Payable Documents Login


Video Meeting

Join a scheduled video meeting with our staff.
Join Meeting
Close
Send Request

Innovation, Expertise and You...

The Perfect Combination for Success

Using Your 1040 Tax Portal

Follow the steps below to login and use our Individual Tax Client Customer Center

Step 1 When your return has been completed, an email will be sent to you with a username, password, and link to login to our Secure Web Portal.

Step 2 Click the provided link and login.

Step 3 Review your return.

Step 4 If the return is correct, print and sign document #8879 (Federal Return)

Step 5 Return the signed #8879 document to our office via fax, email, or mail.

Step 6 Your return will be E-filed as soon as the signed Step 5 documents are received and processed.

Step 7 Stop by our office to pick up your paperwork and pay our invoice.


Why Boss™

 

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

read more

Our Specialties

  • Legal Firms

    Our firm specializes in serving the accounting, tax and financial management needs of law firms, lawyers, attorneys and all types of legal practices. We help legal firms streamline their tax and...

    read more
  • Healthcare Professionals

    Our firm is committed to helping you achieve financial success within your healthcare practice. Our skilled professionals have years of experience in providing tax, accounting...

    read more
  • Dentists

    We are committed to helping you achieve financial success within your dental practice. We understand the difficult balance of managing your practice and delivering high-quality patient care...

    read more
  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing accounting...

    read more

Latest from Our Blog