Client Login
Please enter the username and password that was assigned by our office to access the Clients Only section of our website. On our secure site you will be able to complete a variety of tasks, including:

  • View and download current and prior year tax returns. We deliver all returns via this website, saving our clients a trip to our office!
  • View, download, and print Tax Organizers, a very handy booklet that will assist you in gathering the documents necessary for us to prepare a complete and accurate return and ensure that you pay the legal minimum in income tax.
  • Upload sensitive documents and completed Tax Organizers to our server for the preparation of returns or completion of other tasks. You do not need to drive to our office to submit your documents!
  • Upload QuickBooks data files up to 250MB.
  • Download QuickBooks files that have been adjusted by our office.
  • Upload or download other documents or data files, as needed.
If you need to set up a username and password, or cannot remember the one you were assigned, please contact us at (210) 656-5377. For security reasons, we prefer NOT to send or receive usernames, passwords, or any documents containing social security numbers, via email.


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We are a tax and accounting practice, working for individuals and businesses. Our vast experience allows us to find the best solutions to our clients' needs. Our understanding of current technology allows us to communicate clearly and efficiently, and also recommend systems that are time efficient for our clients. We work to ensure that you pay the legal minimum in tax, and most importantly, our goal is your success!