Client Portal
Access your portal account to securely upload and download files with us, including your tax return, working files, and large QuickBooks files. The password-protected account can be accessed from anywhere, anytime.
Register for a new portal account here.
Pay My Invoice
Online payments are accepted by credit card or via online bank account transfer. Payment plans can be set up to spread the cost of your invoice(s) totaling $5,000 or more over 3, 6, 9, or 12 monthly payments.*
Payments by check can also be mailed to our office in St. Louis Park, MN.
Send a File
No portal account yet? Securely send files directly to your adviser without using a client portal account. Click the button below to fill out the form and attach your documents.
If you already have a client portal account, please upload all files there.
Client Resources
This section will let users access our popular forms and other relevant resources used throughout the service delivery. This section will evolve over time as more content is added.