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Tax Client Information

Please note: Our tax preparation services are closed to the general public and is provided exclusively to our comprehensive retirement income, tax, and investment planning clients, and their immediate families.  

Send us your tax information securely using the portal below, or to pick up a copy of a previous tax return for your printed or digital files.

To upload your tax forms to us, please click on the secure link below. Please only upload pdf files to our secure portal. You will be prompted for your Username and Password under "Portal Sign In," or if you do not wish to register, you may use the "Guest File Transfer" Upload button. Your documents will be uploaded to our tax preparers and our Tax Coordinator, Mary Beth Carroll, will reach out to you within 24 hours to schedule your delivery.  Password or Username issues? Please read additional instructions below.

Secure Link:

Secure File Portal

After your tax delivery appointment you will receive an email with a link to download your tax return securely using the “Guest File Transfer” option, or you can click on the secure link above. Simply follow the instructions within your email to download your digital copy, which you can save on your computer or print for your files.

Password or Username Issues?

If you do not remember your username and/or password, simply click on the “Forgot Username or Password” link under the Portal Sign In and follow the prompts.  If you are prompted to contact your tax preparer, please send our Tax Coordinator, Mary Beth Carroll ( an email request, or call our office at 262-796-1674, and she will follow up with you directly.