Client Portal

Over the years more and more clients have taken advantage of their client portals to upload their tax documents and have their returns completed and filed. Our portal, ATOM Tax Manager has made in person appointments unnecessary. The portal uploads have allowed clients to avoid having to leave their homes and avoid any health risks associated with meeting in person in the office.

If you are a new client and have restrictions to meeting in person, please contact the office for alternatives for getting your tax information to us. The office is located on the second floor and if stairs are an issue for you your tax documents can be sent by mail. We can also create a portal for new clients so your tax documents can be scanned and uploaded to our office.