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.
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.