AIM TAX & FINANCIAL
Secure Online Client Portal Login
Login selection

Password

Need a Password or Forgot Password?
Login  
Office hours: Monday - Friday 9:00 AM - 5:00 PM

How to access your portal for the first time:
1. Go to “need a password or forgot password” link

2. Enter the cell phone number and Social Security number (ID) of the main taxpayer
You will receive a temporary password either in your email or text

3. Go back to sign in page; click on login selection            
           Use either ID (Social Security number) of
           the main taxpayer
                      Or
           Email address of the main taxpayer


4. Enter your temporary password and then update your password to something you will remember