top of page
Returning Client Dashboard

Intake Form

Current clients, please fill out this quick form each tax season to stay on my client list. 

c6a7542a-6675-4e3a-b26e-9090e2e96c42.png

Worksheets

Please make a copy so you can edit this worksheet and use all the sections that apply to you.

ChatGPT Image May 21, 2025, 10_39_20 AM.png

TaxFolder

Use this portal to upload, sign, view and download your current and past tax documents.

maxresdefault (1)_edited.jpg

Pay Your Invoice 

s-l1200.jpg

Book a Call with Helen

Deductions and Credits

ChatGPT Image May 21, 2025, 10_48_43 AM.png
bottom of page