Client Portal

Current Clients

Current Clients can download Tax Packet with Signature Docs - 2021 here.

We're looking for a few more great clients like you! Refer a friend and receive $100 as our Thank You. We'll also give your friend $100 off. Click below!

Our business is built upon our customer service satisfaction and your referrals.  We'd love to hear from you!

Starting a business

Thinking About Starting A Business?

We can help!

Self employed
We help millennials plan for the future

We Help Millenials Budget for Today & Plan for the Future!

We provide a holistic approach to your tax, financial and accounting needs.  How can we help you?


Business Services

Emerald Financial Services provides a full spectrum of tax, accounting and financial services for businesses.  We can also serve as your Outsourced CFO!

Personal Services

Emerald Financial Services provides a holistic approach to your tax, accounting and financial needs to enhance your lifestyle and prepare for your future.

Investing & Planning

For a limited time, we are offering current clients a free assessment of your investment portfolio, estate plan and long-term tax strategy.  Schedule your assessment today!