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

LOGO

Main Content

CLIENT PORTAL

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):


COVID-19 UPDATES

Please download files below for overviews on COVID-19 tax updates from the desk of Steve Milam, CPA PFS.



FMLA Sick Leave Tax Credits

SBA Payroll Protection Loan info

CARES ACT Calculator (Microsoft Excel ® file)

Stimulus Payments for Individuals

PAYMENT TO FIRM

Click HERE to pay securely using a credit card.


FORMS


Download form to access fillable options. Upload to the portal on this page or EMAIL



Blank organizers

Consent to disclose forms (Single)

Consent to disclose forms (Married)

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.