RESOURCES
Client Portal
Powered by SmartVault
The client portal powered by SmartVault is a secure online document storage solution with AES 256 encryption to keep your data safe as well as accessible. Our office uses this portal to store your completed tax returns and the relevant source documents. Each client can also upload digital files to their portal for tax preparation.
If you have already accepted an invitation from our office to SmartVault, you can login to your account by going to reliabletax.smartvault.com or use the client portal button at the top of the page.
Organizer
If you are a returning client where we prepared your prior year tax return, a detailed Client Organizer has already been uploaded to your client portal.
If you would like a printed copy of your organizer, please stop by the office. We are happy to print one for you.
Worksheets
The intake questionnaire and engagement letter are required for all individual clients each year.
Forms for partnerships, multi-member LLCs, S-corporations, estates, and trusts will be provided upon request.
All forms are also available in our office for your convenience.
Click the button below to complete the annual Intake Questionnaire and Engagement letter online.
Click the button below to download a fillable pdf of the annual Intake Questionnaire and Engagement letter to print and bring into the office with you.
The worksheets are provided in pdf format. For best results, download the documents, and use Adobe Acrobat Reader to view, fill, and save your worksheets. You may download a free version of Adobe Acrobat Reader by clicking the link below:
Links
The following links are here for your convenience: