Make a Payment

We offer secure and convenient payment options for our clients. Please choose the method that works best for you below.


This payment portal and all components are for tax service purposes only. The portal may not be used for Wealth Management or Financial Advising in any capacity.

Payment Option 1: Square

Pay by Credit or Debit Card

Use our secure Square checkout to make a payment online using your credit or debit card.

Scan to pay with Square

Payment Option 2: Venmo

Pay with Venmo

You may also submit payment using Venmo. Simply scan the QR code below using the Venmo app on your mobile device.

Scan to pay with Venmo