Existing Client Service Center
Handle your accounting and tax requests from anywhere.
Use the secure portal for documents and confidential information. Use the service request form for status questions and administrative assistance.
Secure Client Portal
Access your Accounting & Tax Portal and use it for confidential documents and client activity.
Open secure portal ↗02Schedule an Appointment
Request an office, telephone, or virtual appointment through our online service center.
Schedule online ↗03Make a Payment
Pay an agreed invoice or professional fee securely through CPACharge.
Pay securely ↗04Send a Service Request
Request a status update, tax-return copy, contact update, or help with a new notice.
Start a request ↓Protect your information
Use the portal for sensitive documents.
Never place Social Security numbers, EINs, bank details, passwords, payment-card information, identification documents, or complete tax returns in a public form or ordinary email.
Need assistance?
Send our office a service request.
For urgent government deadlines, submit the request and call (855) 774-6232.