Welcome to David Beck, CPA. We are happy to have you as a new member of the firm.
As a new client, there are a couple of things of which you should be aware. First, a link to the firm portal should have already been e-mailed to you, as well as the password to access the portal. The firm portal is where you will upload all of your tax information, including electronic copies of your prior year tax return, your W-2s, 1099s, etc. If you have not received your password or link to the firm’s secure portal, please contact us at email@example.com with a request. A link to your firm portal can be found here.
Once you have gained access to the firm portal, you will have several documents available to you, including the following:
- Client Instructions – David Beck, CPA
- Tax Organizer – 2020
- Schedule E Worksheet – David Beck, CPA
- Schedule C Worksheet – David Beck, CPA
We want this process to be as stress free as possible and know you will have many questions. Please do not hesitate to contact us at any time with your questions at firstname.lastname@example.org. We will respond to you as soon as possible!
Again, welcome aboard and we look forward to working with you.