Tax Reporting: I am unable to log in to Client Portal. How do I access my forms?

Contact our Client Service Department and advise the service agent you are unable to log in to Client Portal.  If you have your username, we will verify your account information and Client Service will create a temporary password in order for you to gain access.  If you do not have your username, you will be asked to provide additional information to our New Accounts department in order to verify the account.  Please be advised this may require additional processing time to complete the verification process.