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CLIENT RESOURCES

MAKE ONLINE PAYMENTS

TO UNCLE SAM'S ACCOUNTING

You can easily pay us online by clicking the link below. You will need your bank account and routing number.

FILE SHARING

ENCYRO

You can securely share files with us by simply uploading them to our Encyro portal. No username or password required.

TAX ORGANIZER

DOWNLOADABLE FORM

To obtain an idea of the items we will need to prepare a individual tax return please download the tax organizer. The more accurate and relevant information is provided, the quicker and more accurately your tax return will be completed.

REMOTE ACCESS

SPLASHTOP

We will use the software Splashtop to assist you if you are having issues with your accounting software or have other questions that would require us to see and have access to your screen. Download the software below & follow the instructions on the screen the pops up to connect with us.

PAYROLL SOFTWARE

PATRIOT

Businesses and employees can both access their payroll accounts through Patriot Payroll.

FINANCIAL PLANNING

FEATURED BUSINESS PARTNER

Mike Wendt provides full service financial planning for clients of Family Wealth Advisors, LLC, through the office in Johnson Creek, Wisconsin.

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