P.918.493.2002 Fax 918.217.1324 Fax 918.493.2052

7030 S YALE AVE STE 300 TULSA, OK 74136-5722

MILAM & ASSOCIATES, PLLC

Main Content

CLIENT PORTAL

If you received an email from ShareFile regarding your password, this was a generated email from the main ShareFile Administrator. To ensure security, all passwords have been reset. This will only affect you if the firm sends you a secure file or if you need to access the secure folder we have created for you. Please select "forgot password" or "reset password" on the main login page when prompted. You do not need to notify our office of your new password.

Currently our Admin is updating the security code for some browsers to show the upload form. If an error message is below, click HERE to go directly to the page on our secure ShareFile File Drop.

Otherwise, pleae use our ShareFile Form to upload sensitive tax files securely (all fields are required):


2018 TAX UPDATE SEMINARS

We had two successful seminars! Thank you to the clients who joined us to learn more about the tax updates. If you missed the seminar, we have provided the handouts in PDF.



Individual Tax Update Handout (2018)- click to download

Business Tax Update Handout (2018)- click to download

We plan to have additional smaller seminars around lunchtime and/or early afternoon in early January. Please contact the office if you missed the first seminar session and would like to be included in the January round of seminars. Emails and postcard invitations will be sent out mid-December.

FORMS

Click HERE to see complete list of additional forms.

TECH DETAILS

To learn more about the online services we use (ShareFile and RightSignature) and additional privacy disclosures, please click HERE.

APPOINTMENT

Please contact our office at 918-493-2002, as appointments are set by administration staff for our preparers. If you prefer to request a meeting via email, please click HERE.

CONTACT

Please update your address book to reflect our NEW domain: milamcpa.tax!

All email addresses now end in .tax instead of .com

NOTES FOR CLIENTS

To our clients using QuickBooks software to keep track of their books, we recommend updating your software if it is older than five years. When submitting your file, we prefer the .QBB backup file for PCs. Please note the year version you currently use and provide our office with the current login information to restore the backup, preferably the same day as sending the file.