Taking Care of Business


Tax Alerts

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Introducing CCH iFirm Portal, our convenient new web-based option to grant you reliable and secure file exchange and storage capability, for your confidential documents. Portal offers first class encryption, using the very latest in security innovation.

You will now receive your complete tax package (tax return, engagement letter, T183 Authorization form, invoice and payment form) via our safe and secure, online Portal service. You can log into your Portal to keep and view several years of tax information safely in one online location.  

    To Register For Portal:
    STEP 1: Click registration link in your emailed invitation
    STEP 2: Fill in your name, cell phone, email and create a password - click ‘register’
    STEP 3: Bookmark Login Link

    How To Access Portal:
    Option 1: Bookmark the login link
    Option 2 : Staff’s email signatures have been updated to provide you with a quick link access