Client Tax Portal

This portal is for client tax documents only. To visit the Consilium Financial Planning Portal please click on the button on the side of this page. Usernames for both portals are the same, email us if you cannot access your portals.

Use this client tax portal to upload all of your requested tax documents. Please do not send Consilium Management any emails with tax information attached to them.

Under the resources tab, you will find the Tax Appointment Checklist, these are the documents that we need to process your tax return. Feel free to upload any of these documents into your secure client tax portal.

Client Portal Login

Download Secure Client Portal App: