Access to the Client Section of our website is reserved for clients who have requested web services. This is a secure extension of our website designed to provide convenient two-way communication, access to data, and electronic file exchange.


CLIENT ACCESS
If you are a client who has arranged for electronic services such as: 
 -  Accessing your reports on-line,                - Up/Down Loading your data files,
 -  Printing checks or reports we prepared,
use your Logon ID and password and mark the NetClient button in the grey box below when logging in.


1040 TAX ORGANIZER WORKSHEETS
Our Web Client Organizer is designed to help you conveniently gather tax information
needed to prepare your personal income tax return.

We have two types of Organizer Worksheets for you on our Website.
1. You can access our "generic short-version" worksheets by clicking on this link FA_Tax_Organizer

- - OR - -

2.You can access your "personalized" worksheets which contain helpful data from your last year's tax returns. Call or Email us so we can get your permission to establish your personalized worksheets and then provide you with your confidential Logon ID and Password.
You then have two options:
- You can create a PDF file that you can print and complete manually, or
- You can complete the worksheets on line which we will then retreive electronically from our web site.

To see a sample of the personalized ORGANIZER Worksheets, Logon by using Logon ID = ORGANIZER and Password = 123456789.  Use the Web Organizer button below.