A brief overview on how to use your client center.
How to login and review your 1040 return.
How to use File Exchange to upload documents to our firm.
A brief overview on how to access your documents through our secure Client Center.
This is everything you should download on your device
If you are using receipt bank with your accountant this is what happens
Forget about losing receipts or digging through a box of them at the end of the
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
This is an administrative position providing support to all team members of the firm. This position encompasses a wide range of activities with involvement in all phases of administration...Learn More
The individual for this position must be detail oriented and have high acumen for accounting and customer service. This position plays an integral role in the firm by ensuring the client’s financial records, accounting...Learn More
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
The holidays can be overwhelming. You only have so many hours in a day, your gift list is long, and your budget may be tight. A bit of up-front planning and prioritizing can help save you time and money. Here are a few ideas to help you minimize the hustle and bustle, stay on budget, and find more peace this holiday season.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.