Client Center
Access the document portal and find the right contact for questions about your existing relationship with the practice.
Open client portal (opens in a new tab)Access your document portal.
Use the Moskowitz and Simons SmartVault portal when the office asks you to send or retrieve documents. Sign in with your existing account and follow the office's instructions for the files needed.
If you are unsure which account to use or need help getting started, call (516) 887-1605. Do not share your password with anyone or include it in a message to the office.
Preparing new documents
Check that your files are readable and complete, including all pages of a tax statement. Let the office know if a document is missing or has been corrected since you first submitted it.
View the appointment checklistQuestions about an invoice or payment
Contact the office for current payment instructions or questions about an invoice. Use only the payment method confirmed by the practice.
Need another appointment
If your circumstances have changed or you have a new tax question, contact the office to discuss the next step. Include the tax year and a brief description of your question, without sensitive financial details.
Contact the office