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.
Client Log In
To register for an account, please contact our offices and we will be happy to assist you.  (503)246-6994

Privacy Policy

  • 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:
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our  practice except as  required or permitted by law.                 Permitted disclosures include, for instance, providing information to employees, and in limited situations, to unrelated third parties who need to know that information to assist in providing services to you. In all such situations,  the confidential nature of information being shared is of utmost importance.