Your Secure Client Portal

Anytime! Anywhere!

Our office is always open 24 hours a day, every day to receive communications from our valuable customers.

Just click on the Open Client Portal button to access your information. Next, enter your ID or E-mail address and password. If you Need a Password or Forgot your Password select the link and complete your request as instructed. Once completed the system will send you a notification with a new temporary password. 

If you need assistance, please call at office at 443-759-9459 during normal business hours. Or text us at 667-303-2332.

Once in your secure Client Portal choose from the many features available.

  • What is the Status of My Tax Return Preparation?
  • Where is my Refund?
  • View my Tax Return or other requested information
  • Make A Payment¬†
  • Request an Appointment
  • Upload My Documents to VM Tax & Financial Services LLC office
  • Send a Message to VM Tax & Financial Services LLC office
  • Complete Our Customer Satisfaction Survey
  • Likes Us on Facebook
  • Access Forms / Helpful Links
  • Update Your Contact Information