Client Service Center

How to Get Started - Policies and Helpful Hints

Coming in for a consult? Connecting to our online client portal? Policies, Tips and Tricks.

Female accountant analyzes data on ipad

How to Get Started - Policies and Helpful Hints

New Clients

We are happy to report that we are once again accepting new clients. From time to time we are not able to welcome anyone new to our family. During these times please call the office or click on the contact us to send an email requesting to be placed on the wait list.

Logging into Your NetClient Account

  • In order to set up your NetClient Account, we need your email address.

  • If we set up your portal while you were in our office, we set up your password at that time.

  • If we set up your portal remotely, an email was sent to your email on file. Check your email for a link to log in and set up your password.

  • There is a password reset tool available to you if you set up the password reset questions while you were in the office.

NetClient Portal logon instructions

RightNetwork Setup

RightNetwork Setup instructions

Tips for Scanning Your Documents

  • Scan personal and business documents as separate scans.

  • Scan on both sides (duplex) if possible. You can also copy the back pages and insert them in order if your scanner doesn't duplex.

  • Scan your documents in Black and White and at a resolution of 300 dpi.

New Client Documents - Individuals

The following documents are needed to complete the files of new individual (tax) clients:

  • The 3 prior returns (Federal, State and Local)

  • Associated W-2s, 1099s, and other tax forms

  • Full name, date of birth, social security number and relationship of all family members on the return

  • Tax returns of any dependents that file (also for the last 3 years)

  • Depreciation records if Schedule C (Business Income) or Schedule E (Rental Income) are involved

  • Auto records and mileage logs

** Please note that due to the healthcare act, we need these documents for all members of the household.

New Client Documents - Businesses

  • 3 prior year income tax returns (Federal, State, and Local)

  • Original SS-4 (EIN confirmation leter)

  • Any tax elections (2553)

  • Certificate of Incorporation / Formation if a Corporation or LLC

  • Copy of Business and any Professional Licenses

  • 2 years prior payroll returns and associated records

  • W-4s for employees

  • Bank, loan, investment, credit card, and loan statements for the current and prior year

  • 2 years of financial statements

  • Backup of financial software

  • Auto records and mileage logs

  • List of shareholders: name, address, social security number, citizenship status, percentage interest

  • List of officers: name, position/title, address, social security number, citizenship status,

  • Operating agreement

  • Bylaws

  • Annual meeting minutes

New Business Client Welcome Letter and Records Checklist

Privacy Policy

View and print our privacy policy by clicking here.

Referrals are Welcome

Referrals are the cornerstone of any service business. This firm, like other professional service firms, relies on satisfied clients as the primary source of new business. Your referrals are most sincerely appreciated!

Please know that we may not be able to accept referrals during certain times so that we can ensure we have ample time to provide our existing clients with the time and attention they deserve.

You can be assured that your personal, financial and tax data will not be shared with anyone that you refer to us.

An Expression of Confidence

When you refer clients here, you are expressing your faith and confidence in the services this office has and will continue to provide to you. You may have business associates who need professional tax assistance or family and friends who struggle to do their own taxes every year. No matter whom you refer, be assured that their individual tax needs will be looked after in the same professional manner you have been.

Disclosure Forms

We take privacy seriously. In addition the IRS and AICPA have very strict rules relating the the release of confidential information. Please know that there are two types of releases - one for tax information and one for accounting information; you can view and print those here. If you should need our firm to disclose information to a third party we will need your signed consent on at least one of these forms.