Client Corner
Tax tips, friendly reminders, and year-round resources for our clients
Need a hand with the Client Portal?
Quick videos for the most common portal tasks.
Upload Documents (Fast + Secure)
Learn how to upload your tax documents securely through the Client Portal.
Pay Your Invoice Online
See how to view your invoice and make a secure payment.
eSign Your Forms
Learn how to upload your tax documents securely through the Client Portal.
Ready to use the Client Portal? Log in here.
Questions or running into issues? Give us a call. We’re happy to help.
Client Resources
IRS.gov Tax Tips and Reminders
Tax Season Reset
Feeling the tax season stress? Take a quick pause and try one of these simple resets.
Breathing Reset (1 minute)
Inhale through your nose for 4 seconds.
Exhale slowly for 6 seconds.
Repeat 5 times.
Desk Reset (2 minutes)
Shoulder rolls: 5 forward, 5 back.
Neck stretch: gently tilt your ear toward your shoulder for 10 seconds on each side.
Wrist stretch: extend one arm with palm up and gently pull fingers down for 10 seconds on each side.
Need a longer stress reducing session?
Need Assistance? We’re here for you.
Call us at (704) 323-8888 or send a message below.
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