New Client? please visit the New Client page.

Schedule Appointments:

• Use our Online Appointment Scheduler:

Or the link: https://www.securedata-trans13.com/ap/schwartzschwartzpc/index.php?page=10

• Phone - Call our office at 781.938.0045 from 9 am - 4:30 pm to be assisted by our Front Desk Staff

Log In to Your Client Portal:

• Portal Link: https://portal.secure256.com/Public/SignIn.aspx?intDomainID=7556

• Remember: once logged in, click on the Secure File Exchange icon in the center of your screen to enter your Secure Portal. 

• In addition to downloading your organizer and return, you can upload scanned copies of your documents to us.  We receive an automatic notification for each document you upload.

• Tip: Your User Name = email address

• Tip: Your Password = whatever you chose when you established your portal last year

Forget your Portal Password?:

• Click through to the Portal Home page

• On the LOWER LEFT CORNER of the log in screen, you will see the link for "Forget your password"

• Click on this link - it will walk you through the process of getting a new temporary password

• Once you have logged in with your temporary password, you can change your password to something you can easily remember by going to: MY ACCOUNT on the upper right toolbar

• PLEASE NOTE: Our staff can't reset or access your original password.  The portal system does not display your password to us at any time.

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Tax Organizers:

• PDF version of your organizer - will be uploaded automatically to each client's portal in December.  Just print it out, write in your info, and bring the organizer to your appointment

• Paper copy of organizers - will automatically be mailed in late December to returning clients who declined portals last year

• Interactive E-Organizer - If you'd like to request the Interactive E-Organizer, please send an EMAIL REQUEST FOR AN E-ORG or call our office at 800.471.0045. 

NOTE: Interactive e-organizers are sent from the tax software directly.  The sender's email is "eorganizer@lscsoft.com" Some email servers send it to your Junk or Spam folder. 

NOTE: The password to use the Interactive E-Organizer is explained in the text of the email you will receive.  When you are finished completing the E-Organizer, the software provides you with an option to save and to send it directly back to us.

IMPORTANT: IT DOES NOT WORK ON MACs; it only works on PCs.

• Tax organizers can NOT be emailed due to data security regulations of the State of Massachusetts.

FAQs During Tax Season:

• Dozens of answers to the most Frequently Asked Questions

• Most likely, your question is answered right here, but if it's not, please call us at 800.471.0045

What to Bring To Your Appointment:

• We're so glad you asked!  Here's a CHECKLIST

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