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Your Next Step.
Access the tools you need to work with TL Tax & Associates, whether you're getting started, submitting documents, or managing an existing client relationship.
Access Your Client Account
Already a client?
Access your secure client account to review your information and manage your ongoing engagement with TL Tax & Associates.
Submit Your Documents
Need to provide tax or other requested documents?
Use our secure document submission process to send your information to TL Tax & Associates.
For your security, please do not send sensitive tax documents through regular email.
Ready to Get Started?
Whether you're a new client or an existing client with a new question, schedule a consultation to discuss your tax, business, or financial protection needs.
New to TL Tax & Associates?
Start With a Consultation
Not sure which service you need? That's okay.
Your initial conversation is an opportunity to discuss your circumstances, goals, and concerns so we can determine what type of support may be appropriate for you.
Before Your Consultation
We recommend having relevant information available, such as:
Recent tax returns
Income information
Business information, if applicable
Questions or concerns you'd like to discuss
Relevant IRS notices, if applicable
Information about any major financial changes
Already Working with Us?
We're Here to Help You Stay on Track.
Use your client account to access the appropriate tools and communicate with TL Tax & Associates regarding your engagement.
If you are unsure where to submit something, please contact us before sending sensitive information.
Your Privacy Matters
Tax and financial documents contain sensitive information. TL Tax & Associates is committed to handling client information with care and using appropriate processes for document submission and communication.
Please do not submit Social Security numbers, passwords, bank account information, or tax documents through an unsecured contact form or regular email unless specifically instructed to do so.
Have a Question?
Not Sure Where to Start?
We're happy to help point you in the right direction.
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Disclaimer: The information provided on this website is for general informational and educational purposes only and should not be construed as tax, legal, financial, or insurance advice. Information presented does not create a client, advisor, or insurance-agent relationship. Please consult with the appropriate qualified or licensed professional regarding your specific situation.
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