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Client Access

Whether you're a returning or new client, this page will help guide you through the next steps. Existing portal users can securely access their account, while new clients can find the forms and information needed to get started in person. 

Returning Clients

Lifestyle Tax & Accounting makes it easy for returning clients to securely submit their tax preparation documents online. Simply click the button below to access our secure client portal and upload your documents directly to our team.

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New to the portal? Please contact our office for assistance with setting up your account.

New Clients

We're excited to welcome new clients to Lifestyle Tax & Accounting. At this time, all new clients are drop-off only. Please bring the following: 

  • Last 2 years of tax return

  • Driver's License

  • Bank Account Inforamtion

  • Completed New Client Information sheet

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