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Client Portal

Learn About Our Services

As a valued client, we provide you with a secure platform to do the following;

1) Share sensitive tax documents in a secure manner;

2) Schedule appointments with our office online;

3) Pay any outstanding invoices online;

4) Electronically sign documents with our office;

5) Track the filing of your return;

6) Communicate with our office directly.

Using this portal will greatly help us in supporting your tax administration needs.  Please click the link below to access our new Chartered Financial Strategies LLC Portal.  You will use your Social Security Number or Employment Identification Number as your ID and follow any password reset rules if you have forgotten your password.

CFS Portal Link