Client Resources

Please use the online portal to upload all documentation. This is a secure way to ensure you documents remain safe. Please do NOT email documentation.

This document can assist you in learning about our online portal, and how to upload documents. Use can also use this video for assistance.

Please complete this form if you are a new client seeking a consultation or an existing client with any updates. If you are an existing client and all of your information is the same as the previous year, you do not need to complete a new form.