Client Center


ShareFile, our partner for electronically sending/receiving confidential financial documents, provides exceptional security with encryption for email (message and attachments), ease of navigation, and is compatible and accessible from multiple user platforms. If you are interested in learning more about this secure file sharing service, please reach out to us.

Online Bill Pay

We have partnered with CPACharge to offer an easy-to-use online payment solution. The link ( along with a QR code will be printed on our invoices so you can safely and conveniently submit payments via credit or debit card or eCheck online. And yes, the platform is mobile-friendly!

Electronic Invoices

You may now opt in to receiving your invoices electronically through email. No more paper!

Fill out the form below to opt-in! And please be sure to add to your Safe Sender list (in your email program).

Have a Question or Concern?

Send us a note. We're here to help. One of our tax professionals will contact you promptly or at a time you specify.