Call 715-841-0428

Client Portal

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To upload documents for tax preparation, send us a secure message, download a copy of your tax return, view your invoice, CHECK THE STATUS OF YOUR FEDERAL OR STATE TAX REFUND, or if you requested a copy of your tax return electronically – go to:

Click “Need a Password or Forgot Password?” then enter your email or cell phone number and your SSN. You will receive and email with a temporary password. Login using the information given and change your password to something secure.

Once logged in you can find copies of your tax return and documents under the “Get A Copy Of My Tax Return” link. You can select the year you need and the information will be there.

If you have any questions please don’t hesitate to contact us at or call (715) 841-0428