Secure Portal | Mennenga Tax & Financial

Secure Portal

Our Secure Portal is used to exchange files between client and preparer to share information. It allows you to access your complete, traditional tax return copy.
In Addition, you can share your tax documents with us.

Need to register for access?

Click Send Portal Access Request Email or send us an email at
Make sure to include your name and business name, if applicable, in your email.
Watch your Inbox for an email from
Click on the link in the email and follow the instructions on the screen.

Already set up?

Click Secure Portal Login to upload files to your preparer or download files available to you.

Forgot your username or password?

Click Secure Portal Login to access the link to reset your login information.

Prefer to skip the login process?

Click Secure Portal Login and upload files to your preparer or download files available to you using Guest Exchange.

Need more instructions?

Click on Download/Upload Instructions for step by step instructions on downloading and uploading documents using either the Secure Portal or the Guest Exchange.

To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.

Services offered only where licensed to do business. Currently licensed in AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

Securities and Advisory Services offered through Harbour Investments, Inc., Member FINRA & SIPC Mennenga Tax and Financial and Harbour Investments, Inc. are not affiliated entities. Harbour Investments, Inc. does not offer tax or legal advice.

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