CCH iFirm Client Portal
(Only clients already registered to portal)
Click here to login to your private client portal
Click here for a 2-minute introductory video
The client portal service includes:
- Ability to view documents we wish to share with you.
- Ability to upload documents securely and share with us.
- Secure access to other useful applications as we see fit.
Free Tax Advice
Free Tax Services Available
Free File Software Wizard
Individual Income Tax Return Preparation Resource Index
Find an assortment of financial calculators that can help you determine specifics about financial topics. The lists below are the subjects available.
- Home Mortgages
- Credit cards
- Personal loans
- Home equity loans
- Roth IRA
- Mutual funds