Client Tools

Access your client portal

Log in to access your tax returns and financial statements. You can also securely transfer files to our office.

Contact us if you need us to resend your login information or you experience any problems while using your portal.

Upload files to your portal:

  1. Once you log in, select “ClientFlow” from the left sidebar.
  2. Open the folder that you want to load the files into.
  3. Click “Upload”
  4. Click “Select Files”
  5. Choose the files that you want to upload.
  6. Click “Upload” again to change the file status from “Pending” to “Uploading”.

Our firm will be notified once you have uploaded your files.


Upcoming Deadlines

Upcoming deadlines



Individuals If you are a U.S. citizen or resident alien living and working (or on military duty) outside the U.S. and Puerto Rico, file your 2016 income…

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Individuals If you are not paying your 2017 income tax through withholding (or you will not pay enough tax during the year that way), pay the third…

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Individuals If you requested/obtained a 6-month tax extension, file your 2016 income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due by this date.…

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Corporations Corporations: Deposit the fourth installment payment for 2017 estimated income tax.  Form 1120-W (Estimated Tax for Corporations) is a worksheet that can be used to estimate your…

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Reach out to us, we’ll take care of the rest