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Client Center

Welcome to the Client Center where you can easily schedule an appointment,
safely upload documents to our office, or access client services website portals.

Schedule a:

Client Portals:

In addition, we have established a 'Tools & Resources' section to provide you with easy to find website links for common topics of interest. If you have a suggestion to make this section more valuable, please let us know.

Tools & Resources:


  • CarFax - Vehicle history reports, search used cars for sale, etc.
  • Edmunds.com - Consumer information experts (e.g., car pricing, reviews)
  • Kelley Blue Book - New & used vehicle pricing and reviews


  • Charity Navigator - Review charity ratings, missions, and performance metrics
  • Tips for Donors - Resources such as information security, impact, and financial topics (e.g., tax deductions, donating on a limited budget, etc.).s



  • Bankrate.com - Mortgage calculator and related information
  • Eloan - Compare loans, quotes, and calculators
  • Realtor sites - Customized home searches by city, find local mortgage information, find a realtor

Income Tax

  • IRS Website - Information on forms, publications, and frequently asked questions
  • Current IRS Forms - Search or select from popular forms on main page (e.g., Forms 1040, W-4, W-2, W-9)
  • Refund Status - Check the status of tax return refunds


  • Medicare - Official US Government site for Medicare
  • Social Security - Site to verify benefits and your earning history