Be assured that the security and privacy of your personal information is our highest priority. Our online tax organizers, secure file exchange, and your personal data are protected using the Secure Socket Layer protocol, an industry standard for encryption over the Internet.

Tax Organizer

Our online tax organizers are stored on secure servers. Please use our contact form to register or by phone (770-495-9077).  We will send you information on the registration process.

After you register to access your account, you can log in here.

Tax documents have been posted that require your immediate attention and response. Once you log in, click the folder under Documents and follow the new flags to the document(s). You may also upload your tax documents here. Please do not send us your documents via email.

Secure File Exchange

Use our secure file exchange for non-tax related documents e.g. QuickBooks.

REGISTER FOR CLIENT PORTALS