CLIENT RESOURCES


Pay My Bill

We accept all credit & debit cards and ACH as well as paper checks

My SmartVault

To upload documents to your SmartVault, click the link to sign in. If you don't remember your 12-digit password, you can reset by selecting 'can't log in'

Form 7216

To authorize a third party to receive tax return information (ie: financial advisor, mortgage broker, family member, another accountant), this internal form is required to be retained by our offices

Form W-9

If you pay an anyone to do work for your rental or business and you want to take a deduction for the expense, you need to have them fill out and return a Form W-9. This information provides us their name, SSN/EIN, address so we can properly issue them a Form 1099-NEC at the end of the year.

Tax Planning Form

Each autumn, we will reach out and do some tax planning with clients who are interested. The tax planning meeting is a great way to minimize tax surprises.



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