Serving You Virtually, Wherever You Are
We’re Here to Help — Let’s Get Started
Choose the option that applies to you.
NEW CLIENTS — Start Here
First Step, Get Set Up on Our Secure Client Portal
If you’re a new client, please start by completing our New Client Form below.
→ Complete the New Client Form
Once received, our team will use the information provided to set you up in our secure system and provide you with the next steps to get started.
Your secure account gives you one convenient place to upload documents, communicate with our team, and access your files whenever you need them.
EXISTING CLIENTS — Welcome Back!
First time logging into ATOM? Use the primary taxpayer’s email address, then click “Need Password” and follow the prompts to submit a request for a new password.
Already set up? Log into your Client Portal to securely upload your tax documents, communicate with our team, and/or schedule an appointment.
To schedule, select “Request an Appointment” on the screen and follow the prompts to choose a convenient date and time..
→ Log In to Secure Client Portal
Other Ways to Send Your Documents
If you prefer not to upload your documents through the portal, you have two additional options.
Please contact our office first to ensure you are set up in our system so our team can properly receive and process your documents.
1. Fax Your Documents Securely To:
610-885-8317
2. Mail Your Documents
Contact us directly for mailing instructions.
Need to Speak With Us?
If you have questions about getting started or would like to discuss your tax situation, call/text us at 610-989-2926 or email info@wftfs.com
