We assist individuals and small business clients with income tax preparation, tax planning, advisory services, and IRS representation.
Upload Documents
Secure Client Portal
You must call our office at 330-628-0415 to establish your initial secure portal connection, or you can use the Guest Portal. Once the account is created, you can upload your tax documents. Should you forget your password, you can perform a reset using this link.
Make Payments
Pay Invoice
E-checks and credit/debit card payments are accepted for your convenience.
Payments can be made without logging in to the secure portal.
Order Digital Copies
Digital Copy of W-2 Form
$25.00
Replacement copies of W-2 forms prepared by us for our small business clients can be ordered for a fee. Be sure to enter the EMPLOYER’S NAME when ordering your W-2 form.
Read Before Ordering
An email is sent when your order has been processed and uploaded to your secure client portal. Click here to login to the secure portal to download your order.
The digital copy of your order is removed from the portal after 30 DAYS so be sure to download the file(s) and save on your computer.
Sensitive information is NEVER emailed and copies of tax returns are NEVER sent directly to third parties.
There are NO REFUNDS for digital copies after the order has been processed by our office.
Digital Copy of Tax Form
$60.00
We provide copies of tax returns at the time of preparation. Additional digital replacement copies are available for a fee.