Client Services

New Client Request

Contact Us

Already Onboard

Log in:

The Tax Liaison Secure Portal

Get the FREE mobile app!

Contact us to schedule an onboarding consultation. Clients are provided access to the Secure File Pro App included in our services. After onboarding you’ll be able to download the app and use all benefits including.

  • Secure comunications

  • Notifications year round (NO SPAM)

  • Securely upload and access your tax data

  • And more

Payment Options

Life is hard enough, paying for your tax return shouldn’t be! Payment options are flexible for our services.

We accept all major cards, as well as a pay later option.

Logos of Visa, American Express, MasterCard, and Discover Network.