Your taxes expertly prepared without ever leaving your home or office!

Save 25%

• New Client Offer.
• To take advantage of this special promotion, simply mention code FB2020 in the comments section when you request your virtual account access below.
• Valid on virtual tax preparation fees only of $200 or more.
• Not valid with any other offer or on previous service.

View Our Virtual Tax Pro℠ Demo

Secure Client Portal

For your peace of mind, our Client Portal employs the very latest in tried and tested security innovation… which means you know that whatever it is your sending, sharing or saying, you can be absolutely confident that no-one else is intercepting or viewing your material. Where this communication channel is concerned, complete privacy is the priority.

Follow the 3 Easy Steps Below to Get Started Today!

Step One

Register for our Client Portal below.

*Virtual Clients: Please select The Forum Office Park location for all interactions.

Step Two

Once you receive an email that your access has been approved, complete the online drop off form in the Client Portal.

*Virtual Clients are served remotely through our Corporate Office at The Forum Office Park.

Step Three

Upload all your tax documents. Include a scan or image of your driver’s license and social security card.

Once we receive your information, we will assign you to a Peoples Tax Professional who will get in touch with you via email or phone. The average time frame for the entire process from start to finish is between 5-7 business days once we have all of your supporting documents. View our Privacy Policy

Let’s Get Started!

Attention New Clients:

• Once you have registered for our client portal, you will be able to login by navigating to the Tax Services/Client Portal tab at the top of our website, clicking on The Forum Office Park location button, and entering in your email and password.

Client Portal Request Form