This is a friendly reminder that your 2016 Tax Organizer, Engagement Letter, and Individual Tax Questionnaire (fill-in format) have been uploaded to your Portal. You may access the Portal log-in page from our website using the “Client Login” link at the top middle section of the homepage:
We are introducing our NEW client Axcess Portal which has a fresh, yet familiar, interface designed to work well on PC and MAC computers, iPad and Android tablets, and even smartphones like the Apple iPhone or Samsung Galaxy devices. The new Portal removes concerns about Microsoft Silverlight for MAC users and makes Client Axcess useable in all Web Browsers.
The Individual Tax Questionnaire contains a fill-in format and can be saved to your desktop, completed, and returned to us via Portal, fax or mail. Alternatively, you can fill out and submit our Individual Tax Questionnaire Online by visiting our Website under USEFUL TOOLS/Forms & Links:
It is imperative that you complete the Individual Tax Questionnaire, sign the Engagement Letter, and return them to us. Your 2016 Tax Organizer may be used as a guide to help you compile the necessary information to aid us in preparing your taxes. While we encourage being green by offering you a secure space to upload your tax information and completed forms, we recognize that this may not be a convenient option for everyone. You should have received, via US Mail, a letter announcing the organizer being uploaded to your Portal along with an envelope should you prefer to mail your tax documents to our office.
You can aid in the efficiency of our preparation of your taxes if you send us all your tax information at the same time via mail OR Portal upload.
Please contact us with any questions