Your privacy is important to us. To better protect your privacy we provide a secure document transfer system, or client portal. Through this portal you can securely download copies of your tax returns and your tax organizer. You can also upload documents for our review.
If you have already established an account within our client portal and have set your password, you may log in here.
To register for an account, please contact our offices and we will be happy to assist you. (503)246-6994
- We do not sell or rent your nonpublic personal information or tax information to anyone without your permission.
- We do not share your personal information with anyone for promotional and/or marketing purposes.
- As tax practitioners, we receive and collect nonpublic personal information from various forms and statements that you provide. we do not disclose such information unless you instruct us to do so. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
- Parties to Whom We Disclose Information: