Client Support

New Clients

We are accepting new clients for the 2016 filing season.  Call our office (503-665-0173) to schedule an appointment with one of our firms CPAs.

Click Here – For additional information

Online Account (Document Portal)

We now have an on line account (document portal) that will allow clients to receive and upload documents.

Click Here – For log in page

Navigating Your Online Account – A useful document for clients new to the Online Account (Portal).

If you would like access to our online site please email our office at

Remote Connect

We can review your computer from our computer.

You will receive an email with instructions to log in. Log in instructions depend on your internet browser.

Transfer Files

You can transfer files directly to us.

Click Here – To transfer files.

NOTE: Indicate who in our firm should receive your file(s) in the Subject or Message box.