Subscribe to our newsletter for monthly tax tips:

CFS Portal - New Portal

Learn About Our Services

Portal Login!

Here is the login to our new portal! For all 2017 tax filings clients, we have uploaded your 2017 and, if we filed it, your 2016 tax return.  This will be the portal we use moving forward as it provides better file and client management features.

Also, please note that the portal is the property of Chartered Financial Strategies LLC and access is provided to clients as a courtesy. Use of this portal is only for clients of Chartered Financial Strategies LLC who have engaged us for services.

This portal is to allow clients to send and receive documents to us in a secure manner as well as have access to such documents remotely.

To start using the new portal, please log in using the link below.