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Client Tax and Accounting Data Portal - Click here We are now happy to offer all our personal tax clients and business clients a service that makes it possible for you to retrieve, review and print copies of your tax returns on your computer at any time. This portal will also allow you to access your client organizer for the upcoming tax year, as well as complete it on line. Additionally, you can send and retrieve other files through this portal, including CBS monthly or quarterly Accounting files. We offer this convenient and secure way to provide you with your personal financial records at no charge. Electronic file storage and retrieval makes it practical and possible to provide confidential information over the Internet in a completely secure and private manner. This means that, in addition to the paper copies that we give you, we will also make this information available to you online each year. You will be able to see and retrieve a copy of your current and future tax returns on the Internet 24 hours a day, 7 days a week. To log-in and retrieve your tax return or your Electronic Client Organizer, click on the link (above or below). Note that you will need your client ID and password. Important: For files posted to the portal, note that your log in ID was changed in the fall of 2009. Your new ID is your previous client ID preceded by by the following: 13070@clientID. If your ID was 1234 then your new log in will be 13070@1234. Your password remains the same (your social security number with no dashes). If you don't have this information, please call our office at (915)775-1040. Client Tax and Accounting Data Portal - Click here
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