Client resources

Insights, tools, and secure access in one place.

The resource center is intended to make it as easy as possible for our clients to find the information they need. Should you need any assistance, please don't hesitate to ask.

Secure access

Client Portal

Exchange documents, review returns, and send sensitive records securely. Use the credentials provided by the firm to sign in — if you need access, just reach out.

Open Client Portal Forgot your password?

Insights & guidance

What our clients are asking about

Practical guidance on the questions that come up most often across our client base.

Article

Responding to an IRS or Illinois notice: a practical sequence

What the notice means, what to send, and what deadlines actually matter.

Guide

Choosing an entity structure for a growing business

Sole proprietorship, S corporation, or partnership — and the tax consequences of each.

Checklist

Records to gather before your return is prepared

A short list that keeps preparation moving and reduces follow-up requests.

Portal guide

Using the client portal

A short guide to signing in, uploading your documents, and getting help if something doesn't work.

01.
Sign in with your email
Go to the client portal and enter the email address the firm has on file, then your password. First-time users receive an activation email — follow that link to set a password before signing in.
02.
Find your folder
After signing in you'll land in your personal folder. Everything the firm shares with you — organizers, draft returns, and completed copies — lives there, organized by tax year.
03.
Upload your documents
Open your folder, choose Upload, then drag in your files or browse to them. PDFs, photos of paper documents, and spreadsheets all work. You'll see each file listed once the upload finishes.
04.
Download and review
Click any file to preview it in your browser, or use Download to save a copy. Returns posted for review stay available in the portal, so you can retrieve prior-year copies any time.
05.
Sign where requested
If a document needs a signature, you'll get an email with a signing link. Open it, review the document, and apply your electronic signature — no printing or scanning needed.
06.
Trouble signing in?
Use the "Forgot your password" link on the sign-in page to reset it yourself. If the reset email doesn't arrive or your account is locked, call the firm and we'll get you back in.