Welcome

 

Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Our new website can help you in many ways and make your tax time so much easier. How?

Subscribe to our quarterly newsletters: Our website hosts our current tax-related newsletter and also an archive of past newsletters so that you can keep up to date on what is happening in the tax world. Or have the latest tax-saving tips and news sent directly to your email inbox! Go to the Newsletters menu tab and subscribe by adding your email address.

Download forms and checklists: Be prepared for your tax appointment by downloading and filling out the information before you have your meeting. This step will save lots of time at the appointment and make the whole process proceed smoothly and effortlessly. A tax appointment checklist can be found under the ‘Resources’ menu.

Review financial calculators and tax resources: Want to find out how much your mortgage payment would be if you refinance? How much do you need to save each year for your child’s college education? https://accuplusfinancial.com, click on the ‘Resources’ menu tab and choose from many different subjects that may interest you. Also included under Resources are links to updated tax forms, tax due dates and ‘Where’s my refund?’.

Use the Secure Client Portal to securely send and receive files: Need to send a confidential document to us (like a W-2 or 1099) or access files? Send us a request by email and we will create an account within our portal. You can then log in to the portal on our website and upload a document. Conveniently and securely access your current or prior-year tax returns from your computer or mobile device. All files are encrypted using 256-bit SSL (Secure Sockets Layer). This is the same security used by banks and many e-commerce sites such as Amazon.com.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.