Welcome to our Client Portal!

Here, you can download your required forms, securely upload your documents,

and pay your deposit/bill.

 

Click to download the 2019 Tax Organizer  

Once the file opens, click “File” in the upper left hand corner, then click “Download” to download the file to your computer.

 

Click to download the 2019 Rental Property Add-on Organizer (landlords only)

Once the file opens, click “File” in the upper left hand corner, then click “Download” to download the file to your computer.

 

Click to download the Sole Proprietorship Add-On Organizer (self-employment, 1099-MISC income) 

Once the file opens, click “File” in the upper left hand corner, then click “Download” to download the file to your computer.

 

Click to securely upload your organizer and tax forms

This link will bring you to our personal SecureFilePro file transfer page. On the left side of the screen, you will see a box that says “Guest Exchange.” Inside that box, click the “Upload” button and follow the instructions to securely share your files with us.

 

Click to schedule your wrap-up appointment

This link will bring you to our Calendly page. If there are no appointments available via this link, please call us at (352) 797-2461, and we will schedule you directly.

 

 

Please use the form below to pay securely through PayPal. Major credit cards, electronic check, and bank wire are accepted.

If you have any questions or concerns, please visit the contact page.

Paypal