Close
Back

Client Login

- Individual Clients
- Business Clients
- Client Employee


Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

Accounting Login


Bill.com


QuickBooks Online

Close
Send Request

Providing Expertise

and Peace of Mind

Client Forms & Documents

Government Forms
Employee Insurance Coverage Notices
  • Form 1 - For employers who offer a health plan to some or all employees.
  • Form 2 - For employers who do not offer a health plan.

Tax Guides

eSignature Forms

Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address – make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of your signed Information Release Form. Please keep a copy of the document for your records.


Latest from Our Blog