Tax Services



    Whatever your tax preparation needs, Brent's tax experts are ready to serve. Our tax staff is available year round. Our services include:

    • Personal, corporate, and partnership income tax preparation (covering all 50 states)
    • Estate, trust, and gift tax returns
    • Sales tax and payroll tax returns
    • Tax planning and projections
    • Audit representation (federal and state)

    Looking for a new preparer? Be Smart when Hiring a Tax Preparer.

    Don't wait until your tax issues get out of control. Contact us for an appointment today.

    Tax and accounting services offered by Brent Financial Group, LLC are separate and unrelated to Commonwealth Financial Network.

    Tax Services Client Portal

    Our client portal is powered by Citrix ShareFile and allows us to securely send and receive sensitive information such as copies of your tax returns, tax documents and other personal information. ShareFile is used by 99% of the Fortune 500 companies, including banks, hospitals, insurance companies, and other financial institutions. Your information is protected with the industry-standard levels of encryption.

    To access your portal from your computer, visit and log on using your email address and previously selected password.

    Frequently Asked Questions

    Q: How do I get a portal account?

    Send an email to [email protected]. Once your account has been created, you will receive an email from [email protected] with instructions on activating it and setting your password. If you cannot find the welcome email, check your spam folder.

    Q: I activated my account, but I do not see any documents. How do I access them?

    A: If you just activated your account, your folder will be empty. You will receive an email notification when anything is added to your portal.

    Q: What is my initial password?

    A: When you activate your account, you select your initial password. Please look for the automatic email from [email protected] to activate your account.

    Q: I forgot my password. Can you send it to me?

    A: For your security, we don’t have access to your password. Go to the portal login page at and click the “forgot password” link to reset it.

    Q: Can I access my portal from my phone?

    A: Yes, use the links below to visit your app store. The Citrix Files app lets you access files on your phone, including adding pictures new documents using your phone’s camera.

    Citrix Files for Android

    Citrix Files for iPhone