Client Portal
Upload Documents
Click the link above to send CONFIDENTIAL information to partners, tax department or audit department that you do not want to send by regular email.
Click the link above to send CONFIDENTIAL information to partners, tax department or audit department that you do not want to send by regular email.
Download Tax Returns
Click the link above to retrieve your personal or business tax return for years 2021 and forward.
Click the link above to retrieve your personal or business tax return for years 2021 and forward.
Third Party ADvisors
Click the link above if you are an advisor to a 415 Group client and you were notified that a file was loaded to your portal.
Click the link above if you are an advisor to a 415 Group client and you were notified that a file was loaded to your portal.
REMOTE Support
Allow our IT team to remotely access your computer.
Allow our IT team to remotely access your computer.
Bill Pay
Pay your bill securely online.
Pay your bill securely online.
Looking to send documents directly to an advisor or department?
Click on the name below:
Tax Department
Audit Department
Bradshaw, Timothy
Buckshaw, Jeff
Butler, Ron
Campanale, Matt
Craig, Richard
Giannetti, Kristine
Audit Department
Bradshaw, Timothy
Buckshaw, Jeff
Butler, Ron
Campanale, Matt
Craig, Richard
Giannetti, Kristine
Hudson, Evan
Hupp, Barbara D.
Isler, Chad
Kloha, Dan
Krohn, Kathleen
Lieser, Holly
Maynard III, Raymond A.
Monaco, Frank
Polatas, Carol
Raber, Brian
Reolfi, Dominic
Ruggles, Todd
Schreiber, Eric
Simmons, Natalie
Hupp, Barbara D.
Isler, Chad
Kloha, Dan
Krohn, Kathleen
Lieser, Holly
Maynard III, Raymond A.
Monaco, Frank
Polatas, Carol
Raber, Brian
Reolfi, Dominic
Ruggles, Todd
Schreiber, Eric
Simmons, Natalie
