New Clients

How to Access the Firm Portal

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 dmbeckcpa@gmail.com with a request.

Online Tax Organizer

As part of being a client of the firm, you now have access to an online tax organizer where you will be able to fill out your personal information, including personal details, financial information, and more.

The link to access the online tax organizer is here. Your login information will be your last name, followed by the first intiial of your first name. For example, David Beck would have a username of BECKD. Your temporary password will be provided by the firm administrator. Please contact us at dmbeckcpa@gmail.com.

Ready To File?

Don’t spend another minute worrying. Let us file your tax returns and get you square with the IRS. You’ll never have to think about it again.

nyc income tax preparation document

David did an outstanding job on our taxes! Even with multiple K-1's, kids in college and estate taxes, he knew how to handle everything. Great job!

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