Secure Client Portal

Yes, we work remotely and would be happy to serve you in that manner this year and into the future.

Here’s how it works – get us your paperwork in whatever manner is best for you. Our preference is to receive electronic copies of your documents through our secure data portal but we also accept US Mail, FedEx/UPS and fax. (PLEASE no e-mail, it is not secure).

Once we receive the information, we will process it and get you any questions we may have. When a draft of the return is complete, we will place a summary in the portal for you to download and review. We will also send you a link to pay us electronically.

Once the payment is processed we will provide full copies of the tax returns and supporting worksheets. At that point, if you would like to schedule a call to review let us know.

Final steps include signing the electronic signature forms and then we electronically file your returns.

At any point in the process, you may email or call the office for assistance –


Joyce Mohr, EA
Taxes Plus