Client portal
A locked door for your documents — and a direct line to Connie.
Register once, upload as papers arrive, review the return on a phone or iPad, and sign remotely. No appointment required.
How clients use the portal
Register and set a password
New clients request access below. Returning clients use the invitation Connie already sent.
Upload in your own time
W-2s, 1099s, last year’s return, a photo of your driver’s license. Add files as they show up in the mail.
Review together
Connie prepares the return, then walks you through it by phone or FaceTime — the same personal service, submitted online.
E-sign and file
You sign remotely. She e-files. Refunds go by direct deposit when you provide a voided check.
The four steps, in order
01
Open your secure portal
Register from this website. Create a password once. From then on you upload documents from home — no appointment required.
02
Upload your documents
W-2s, 1099s, last year’s return, a photo of your driver’s license. Add files as they arrive. Connie will message you if anything is missing.
03
Connie prepares your return
You work directly with Connie — not a seasonal call center. She files Federal, State, and Local, then walks you through the result by phone or FaceTime.
04
Review, e-sign, and file
You review the return in the portal, sign remotely, and she e-files. Refunds go by direct deposit. Every return includes identity-theft and $1 million audit protection.
Request access
Tell Connie you are a new or returning client. She will send a secure invitation. Never email Social Security numbers or full tax documents — the portal exists so you don’t have to.
Prefer paper? Arrange pickup or drop-off in the Reading area.
Have your documents ready?
Use the new-client checklist, then request portal access. Connie will take it from there.