Access to this section of our website is reserved for clients who have requested our portal services.
If you have a current account with us, please log in. If you'd like to learn more about this service, please Contact Us .
For more information regarding the security of this site, please review the information regarding the TR_Data_Center.pdf. This secure extension of our website allows for faster, more convenient communication and document exchange. It also allows for you to view archive copies of completed tax returns and financial statements.
Special note to our clients: Beginning with the 2014 tax year, the tax return copies have the social security numbers "masked" for security purposes. Please do not use the 'masked" versions of the payment vouchers to send with your required tax payments. If you need replacement vouchers, please contact our office for the "unmasked" versions.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.