Client Portal Login

This is used for secure file transfers with Hertzbach.

Electronic Organizer Login (Tax Caddy)

This is an electronic 1040 tax organizer.

CURRENT TAX CADDY USERS: Please click the link above.

NEW TAX CADDY USERS: If you would like to set up a Tax Caddy account that is connected to Hertzbach, please contact us at

**Tax Caddy does not work when using Internet Explorer. 

For more information on how to best use Tax Caddy, please see below:

Client Online Payments

Questions? Please contact Michelle Jones, Director of Finance directly at 443.471.2038.

Payment Plan

An easy, no-hassle way for you to spread the cost of your invoice(s) over 3 to 12 monthly payments.

Electronic Funds Transfer

Transfer funds directly from your bank with no additional fees.

Credit Card

A 3% processing fee will be applied to all credit card transactions.

Please Note: Debit cards are not accepted.