Support you Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Client Portal

Portal Login

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)

To start using the client portal please log in above or register here.

To send a file without creating an account use the SecureSend page.

What Others Say

"Service! Service! Service! Our company Nebular Agency hired Adam earlier this year. Needless to say his services and our partnership with Adam is worth its weight in gold... Adam is always available to speak directly when needed, proactively contacting us, and ultimately the relationship has been nothing short of 5 Stars!" "

"Adam is a fantastic CPA that has provided us with exceptional service for many years. He is very knowledgeable, always available, and affordable. Adam is a true professional that you can rely on."

"Adam is a top notch accountant. I had the pleasure of using his services this year. He is honest, candid, and very professional. Looking forward to using him as my accountant for years to come."