Clients sign in before sending tax documents, worksheets, IDs, and business records.
Accounting, Audit, and Tax Preparation
Services with precision and confidence.
Professional Accounting, Audit, and Tax Preparation support for individuals, small businesses, and organizations that need dependable financial guidance and a simpler way to send documents.
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Tax Preparation for individuals and small businesses
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Secure intake page for client documents
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Clear next steps from upload to filing
Firm Standard
Built for careful financial work, secure client intake, and clear follow-through.
Uploaded files are handled by the custom portal backend and stored outside the public website.
The same BlueRidge portal supports the website and installable mobile app experience for clients.
Services
Support for your Accounting, Audit, and Tax Preparation needs.
Tax Preparation
Federal and state tax preparation for individuals, contractors, small businesses, and owners.
Accounting
Accounting support to help organize records, understand financial activity, and prepare for filing.
Audit
Audit support, document review, and professional guidance for financial reporting needs.
Document Review
Guidance on missing documents, income forms, deductible expenses, and next steps.
State Support
Choose the state tied to your filing or business records.
Clients can identify the state connected to their Tax Preparation, Accounting, or Audit request. State-specific service availability can be finalized before launch.
Client Upload
Send your documents to the office.
Use this form for W-2s, 1099s, IDs, receipts, prior-year returns, business records, and other tax documents. Sign in through the client portal before sending documents.
- Accepted files: PDF, JPG, PNG, DOCX, XLSX, TXT
- Maximum 20 files
- Maximum 25 MB per file
Client App
One secure place for documents, worksheets, and next steps.
The client portal is designed to work from the website and as an installable app experience for clients.
Upload
Clients send documents through the upload page.
Review
The office checks the files and requests anything missing.
Prepare
Returns are prepared and clients receive next-step instructions.
Contact
Ready to get started?
Call the office to ask about Accounting, Audit, Tax Preparation, or secure document submission.
Phone: 802-373-4396
Hours: 24-hour service
Portal: Client sign in and document upload
Open Client Portal