Client Portal
Welcome to the Yumey Wealth Client Portal
Everything you need to work with Yumey lives here — upload your documents, complete your intake, request an appointment, and stay in touch. Calm, organized, and secure.
Step one
Upload Tax Documents
Send W-2s, 1099s, prior returns, and records securely. Files are encrypted in transit — no more risky email attachments.
Before we begin
Document Checklist
Not sure what to gather? Check off what you already have and send it to Yumey so nothing is missing at your appointment.
Get started
Complete Client Intake
New to Yumey Wealth? This form gives us what we need to hit the ground running at your first appointment.
Sign online
Consent & Disclaimer
Review and acknowledge our terms online — no printing required. It only takes a moment and keeps your file complete.
Book a time
Request an Appointment
Tell us the service you need and your preferred date. Yumey will confirm within one business day.
Resources
Download Client Forms
Open, print, or save any form. Each opens in a clean, printable layout.
Need a hand?
Send a Secure Message
Questions between appointments? Send a message and it goes straight to Yumey — never a call center.
Make a Payment
Pay easily by Venmo, Cash App, cash, or check. Payment is due at the time services are rendered.