Please use our secure client portal to upload personal information to us. This file share service is a strong alternative to simply scanning and sending your sensitive information through unsecured emails or fax transmissions.

In the future, should you need a copy of your return or supporting information, you can simply download it from the portal in a safe and secure manner and use as you see fit (i.e. mortgage applications, financial aid applications, STAR exemptions, etc.)

We will be happy to set up an account for you free of charge. Please send us a request by clicking here and filling out the input form. In the comments section, please write “Set up a portal account for me”.

You will receive an email with simple, plain language guidance on what the next steps would be to complete the process.