Client Portal

Everything you need, in one place.

Schedule an appointment, upload documents, or sign up for a plan. Year-round support, organized so you don't have to hunt for what you need.

01 · Schedule

Book a tax appointment.

Something to file? A notice to address? A mid-year question? Pick the format that fits your week.

Tax season (Jan 1 – Apr 15): Appointment availability shifts during peak season — we keep some slots reserved for current clients and add capacity for new ones. If you don't see a time that works during tax season, send a note and we'll find one.
02 · Upload

Upload documents.

For active tax work, ongoing bookkeeping, or just dropping receipts as life happens. Pick the right destination — we'll find them when we need them.

Year-Round Document Drop

Drop for later.

Donation receipts, mileage logs, brokerage statements, anything you want filed away for next year's return. Drop it now — we'll find it at filing time so you don't have to hunt.

Open Document Drop Form

What goes where

A quick reference for common situations.

W-2, 1099, K-1, brokerage statements for this year's return
→ Your Intuit Link
Once tax docs arrive (Jan–Mar)
IRS notice received in the mail
→ Your Intuit Link
Within 24 hours — we'll respond fast
Receipts & donation acknowledgments as they come in
→ Document Drop Form
Anytime — drop as you go
Mileage logs, business expenses for ongoing bookkeeping
→ Document Drop Form
Monthly or as you have them
Bank statements for catch-up bookkeeping
→ Your Intuit Link
During active engagement
Major life events (marriage, baby, home purchase, retirement)
→ Email or schedule a call
As soon as it happens
No Intuit Link yet? Your personal link is created during onboarding and emailed to you. Until then, use the Document Drop Form for anything urgent, or email Jerry directly.