Client Hub
Everything you need as an E+A client in one spot!
This content will be continually updated, so please be sure to check back.
Payment Portal
Use this link to make a secure payment on your account.
Portal Access
Monthly Core Services clients can use this link to upload/download files and communicate with your team.
ShareSafe
Use this link to securely send files directly to the firm or your team.
2024 Tax Preparation Questionnaire
Download and complete this form so we can work on your 2024 individual tax return.
W-9 Forms
A W-9 Form confirms a person’s name, address, and taxpayer identification number (TIN) for employment or other income-generating purposes.
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