Welcome! Please submit the intake form below to secure your spot in our tax prep queue — no appointment needed. We’ll follow up once your return is ready for review.
📌 To keep tax season moving quickly and efficiently, we follow a simple process:
- Submit your intake form to reserve your place in our tax preparation queue
- Upload your documents and complete your organizer in our client portal: https://northernct.clientportal.com. If you’re a new client, you will receive a separate email invitation to our secure client portal.
- Our team prepares your return, and we’ll reach out to schedule a return review meeting and discuss any planning opportunities.
➡️You might be used to booking a time and meeting with me (Mark) right then and there. As we’ve grown, I’ve fine-tuned the process to make things smoother and faster — so your return keeps moving instead of getting stuck waiting on one more document or an unfinished organizer. Behind the scenes, I’m working closely with my other CPAs as we collaborate on your return so nothing gets overlooked. I’m still hands-on reviewing everything, and this setup gives me the time to be more proactive, dig deeper into your overall tax situation, spot savings opportunities, and deliver real tax planning value — not just “get it filed.” We look forward to helping you!
Need Help Getting Started?
If you don’t yet have portal access or have questions about documents, contact us at:
📧 team@northernct.com