Client Portal

Keep Your Information Safe


For your protection, please do not email sensitive documents such as tax returns, W-2s, Social Security numbers, or bank account information. Email is not a secure way to send this kind of data.


Instead, please upload all documents through our secure client portal links. Everything you submit is encrypted and only accessible to our team.


If you ever receive a suspicious email that appears to be from our firm asking for personal information, please contact us directly before responding.

Tax Dome

Secure client portal where you can upload documents, review and sign forms, pay invoices, and communicate with our team all in one place.

MyPAtriot

Secure payroll portal for accessing pay stubs, payroll tax forms, and managing employee payroll information anytime.

Tax Resources

Ohio Department of Taxation

Ohio state tax resources: education, tools and support for Ohio residents and business owners.

Internal Revenue Service

Federal tax resources: find forms, information, news, contact info and more.