Secure client portal

Upload confidential documents securely.

This secure client portal is for confidential tax and financial document uploads. It is separate from our public inquiry form — please do not use the general contact form to send sensitive tax documents.

A secure channel for client files.

Your upload is handled securely on our server and delivered to our team by email. Files are never stored in a publicly accessible folder on this website.

What you can send

Secure Client Portal

Use this secure client portal for confidential tax and financial documents. Accepted formats: PDF, DOC, DOCX, JPG, JPEG, PNG (max 10MB). Do not upload sensitive files through the public inquiry form.

Accepted formats

PDF, DOC, DOCX, JPG, JPEG, and PNG — up to 10MB per file.

New to the firm? Schedule an introductory consultation first, or send a non- confidential message through any public inquiry form.