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:

• This is the second year with the new portal called Encyro.  You can access it: https://www.encyro.com/my
• 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. 
• If you set up your folder last year with a password, you do not need a new link to access the portal.
• Reminder: your email address is your username
• 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.
• Your password from last year will continue to work. You can reset your password, if you wish,  from the log-in page.
• 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 .  Please delete your documents from last year.  I can no longer delete the docs that you have uploaded
•  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.