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Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles in our Newsletter section and interactive financial calculators in our Financial Tools section. In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors in our Internet Links section.

While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Please note that this website works best with Internet Explorer; some functions do not work with Safari, Firefox, or other browsers.


Please check our Alerts page for information on scams you should be aware of.


 ShareFile Login: 

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ShareFile by Citrix

Through the ShareFile Login box above you can access a secure platform through which you can upload files to and download files from us. ShareFile has critical advantages:

 Many clients like to have a “pdf” version of their tax return available in their portal; it is readily available if needed for refinancing, etc.  Others have started to use their portal to upload documents or QuickBooks files to us, rather than mailing them.

If you don’t yet have a portal user account, please email  Alanna@baumtax.com to request one.  If you have any questions, please call.  Alanna is our firm expert, but we are all familiar with it.

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