Please use the following link to connect to our Secure Client Portal.

https://login2.atomanager.com/atom_obt/webinfo.aspx

2024 Forms for Clients for 2023 tax year:

2023 Cover Sheet Checklist

2023 Drop Off Form Current Clients That Did Not Move

2023 Marital Status/Moving Change Form

2023 Dependent Form

2023 Forms for Clients for 2022 tax year:

2022 Cover Sheet Checklist

2022 Drop Off Form Current Clients That Did Not Move

2022 Client Drop Off/Portal Long Form

2022 Dependent Form