Client Resources
Secure, Practical Client Resources
Use these resources to contact the office, protect confidential information, and reach trusted tax information.
Client Access & Security
For secure document-transfer instructions or questions about your account, contact Brian’s office directly. Sensitive tax or financial information should never be sent through ordinary email or the general website contact form.
Security Reminder
Protect Confidential Information
Do not send Social Security numbers, tax returns, banking information, payroll records, or identity documents through unsecured email or the general website contact form. Contact the office for secure transfer instructions.