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Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.

General Tax Policy

No Rebates, No Benefits?

Will the next coronavirus relief bill contain new rebates?...

HEROES Act Would Expand The EITC For Childless Workers And Help Fight Recession

The Health and Economic Recovery Omnibus Emergency Solutions Act , HEROES Act, would substantially increase the earned income tax credit (EITC) for workers without children......

Balancing School Budgets And Tax Hikes In The Middle Of A Pandemic

After nearly three months under a stay-at-home order, my daughter may have had it with my house rules. She sent me a TikTok video of......

Paying More For A Month, Collecting Less for A Year?

A “Return to Work Bonus?”...

A Huge Economic Hit And Charting a Path Forward

COVID-19 will drain $16 trillion from projected economic output over 10 years, CBO figures....

COVID-19 And Government Actions Caused State Tax Revenues To Plunge In April

States and localities across the country are facing an unprecedented fiscal situation from the economic shock of the COVID-19 pandemic. Governors are confronting drastically falling......

Refund Seizures, Piles of Paper Returns, and Revenue Collections

Students with past-due loans sue the Treasury and Education departments over seizure of tax refunds....

No News Is Bad News?

The White House won’t update its budget and economic projections this summer....

Are We Headed For A New Era of Income Tax Deduction Creep?

Congress can’t seem to end its love affair with tax deductions. For a brief period starting with then-House Ways & Means Committee Chair Dave Camp’s......

Should Wealth Taxes Pay For Coronavirus Relief And Recovery?

Remember when then-presidential hopefuls Bernie Sanders and Elizabeth Warren made wealth taxes key parts of their campaigns for the Democratic presidential nomination? That seems so......

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