Access your secure portal, upload documents, review your account policies, and stay connected with your financial team year-round.
Jump straight to the most common tasks for existing clients.
View returns, download documents, and manage your account.
Open PortalSecurely upload W-2s, 1099s, receipts, and other tax documents.
Upload NowBook your quarterly advisory call or schedule a check-in with your team.
Book a CallSend a message to our team. We respond within 24–48 hours.
Send EmailThese policies help us serve you efficiently and protect your sensitive information. Please review them periodically.
Non-emergency emails are handled promptly by our admin team. Emergency matters are escalated to supervisory or executive staff.
All calls must be scheduled in advance. Calls are limited to 15–20 minutes. Calls exceeding 20 minutes require a prepaid fee.
Current clients can access returns through the secure client portal. Former clients may pick up copies at our office.
Formal compilations are prepared on a scheduled basis. On-demand requests are no longer accommodated to ensure quality and accuracy.
Full audits and reviews are available for non-bookkeeping clients with a structured timeline and retainer requirement.
Payments are processed via QuickBooks. Auto Pay / ACH enrollment is required for all ongoing engagements.
Every engagement comes with a core set of services and support. Here's what you can expect as an Eminent client.
Specific inclusions vary by engagement tier. See your signed engagement letter for full details, or view all packages.
Quick answers to common questions from existing clients.
Log into your Client Portal and use the document upload feature. All files are transmitted over encrypted connections and stored in our HIPAA-compliant document management system. Never email sensitive documents — the portal is the only secure channel.
All completed returns are available in your Client Portal under your documents section. You can download and save them at any time. We do not send returns via email for security reasons.
Emergency matters are escalated directly to supervisory or executive staff. For non-emergencies, email [email protected] and expect a response within 24–48 hours. All phone calls must be scheduled in advance.
Yes. If you need additional services like payroll, financial statements, or an upgrade to a higher package tier, reach out to your advisor or email us. We'll scope the additional work, provide a clear proposal, and issue a separate engagement letter if needed.
A late charge of $30 is applied every 30 days on overdue invoices, up to 90 days. All invoices must be paid before the next period's work can proceed. If you need to make alternative arrangements, please contact us in advance.
Either party may terminate the engagement with 30 days' written notice. You will be responsible for all fees incurred up to the termination date. Upon termination, we'll invoice for any unbilled fees and expenses.