This secure area is for clients who subscribe to our free online portal. Contact us
or view the demo
for more on this convenient option for completing your tax organizer and sharing documents with our office.
We hope you find our portal a convenient way to communicate with our office. If you have any trouble accessing your portal, please call our office at 978.462.6674 and we will be happy to resolve any issues or questions you may have. In addition to our portal, we have provided the helpful links and resources below.
Foreign Bank Account Report (FBAR)
Record Retention Guide For Individuals
Record Retention Guide For Businesses
IRS Track Your Refund
Consent to Disclosure of Tax Return Information
Peer Review Letter