Existing clients
How to log in to the Client Portal
Use our secure Client Portal (ATOM) to get copies of your tax return and the documents we have uploaded for you.
Open the Client Portal ↗
Opens the ATOM portal in a new tab.
Log in step by step
- Go to the Client Portal: click “Open the Client Portal” above.
- Click “Login Selection” and choose “ID”.
- Enter your SSN, ITIN or EIN.
- Enter the temporary password our office gave you.
- You’ll be asked to create your own new password and fill in some additional information.
- On the left side, click “Get a Copy of My Tax Return” to find all your uploaded documents.
Keep your account safe
Never share your password. Our office will never ask for it by text or email.
Need your temporary password or locked out? Call us at 713-678-8627.
Your SSN, ITIN or EIN is typed only on the ATOM portal, never on this website. This page doesn’t collect any information.