Resources for Clients

Client Portal

Securely share tax documents & information using our client portal

If your tax refund hasn’t arrived within 2 weeks of when we filed your return, use the links below to check the status.

If you’re unable to log in because the invite link has expired or you have forgotten your password, you can reset it with this link
Karbon is a new tool we’re using for tax year 2023, so you may not have an account.
If that’s the case, access Karbon here and create an account
Our team will set up your account for the year once your proposal letter has been signed. It usually takes a few days, but if you still don’t see it feel free to email ops@liebertassociates.com