Welcome to Tax Time!

 Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

  Stay Alert to tax and accounting news by reviewing the client newsletters.

 Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your  financial situation will be outlined here.

Notes about using the client portal:

• My portal has changed.  The portal is now through a different provider called Encyro. 
• When I upload your docs,  you will receive an email with a direct link in the email.  This will save you a step in logging on. 
• The first time you use it, you will need to set a password. The message will give you the option to open without setting a password.  However, your access to the file will expire in a few days.  Therefore I ask each of you to set up a password so that you have continued access to your files.
• To access your docs, select the form and click download.  You then want to save the file on your computer. 
• If you want to use a different email address than you have in the past, I can change it for you.
• The portal is not meant for long-term storage.  The purpose is to send and receive documents.  Download and save the documents on your computer .  Files  will be deleted periodically during the year. 
•  I will provide a paper and/or digital copy of your return. You want to download and save the pdf file that I uploadto your client folder.   There will be a charge to provide additional copies of the return: $60 for an additional paper copy; $40 for additionalpdf of return.  Any reseach and data analyses will incur additional charges.