Client portal includes access to the following information:
If you are interested in having access to the client portal, please call our office (970-692-5300) to have your access activated.
Tax Organizers are available in January.
To access your tax organizer please login to the portal above. If you have not setup your login yet, the link to set up your access will be emailed to your email address as soon as your tax organizer is available. |