CLIENT RESOURCES
Need hands-on support? Click here to download Supremo, a free tool which allows you to share your screen with us. CLICK HERE for directions on how to use the online support.
Log in to your secure client portal. CLICK HERE for instructions on using the portal.
Don’t yet have a portal? CLICK HERE to request portal access from us.
The purpose of this organizer is to help us prepare your returns so you can get the best tax result. CLICK HERE for the organizer.
IMPORTANT DATES TO REMEMBER
Deadlines for taxpayers with a calendar year end:
- S Corp 3/15/24
- Partnership 3/15/24
- Individual 1040 4/15/24
- C Corp 4/15/24
- Estates & Trusts 4/15/24
"HOW TO" VIDEOS
SmartVault Navigation Video
Request Access Tutorial Video
