Tax Client Portal

Our secure Client Portal provides easy and reliable access to important documents, messages, and shared files. Please read through our guide on how to login and navigate the portal with ease. Guide: Using the Portal

Please click here to upload your support documents.

Investment Client Portal

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Tax preparation services offered through Strategic Tax & Financial are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.