Helpful Links

In the course of our business together, you will find the following links helpful.

Download a blank, fillable 2018 Tax Organizer in PDF format for your convenience.  When the document opens, click to download in the upper right corner and save it to your hard drive.  Fillable portions should be highlighted and ready to use. Please note that not everything in the organizer will pertain to you. It is generic so it addresses as broad of an audience as possible. When you’ve finished completing the organizer with all relevant information, please print it out and bring it in with your tax documents to your appointment OR ask us to set up a secure portal for you by emailing or calling our office ((828) 698-5390). Please DO NOT email sensitive information that contains your social security number.


Citrix ShareFile

Click the link to the left to go to our secure ShareFile portal.  This is a convenient way to share files that may be too sensitive or too large for conventional email.  You will be asked to sign in using your user name and password.  If you have not yet been given access to the portal, drop us a note at or and we'll add you.  When you get the welcome email, just follow the instructions to set up your user name and password.  Once those have been established, either bookmark the site for easy access or just visit this page and click the link to the left to sign in at any time. 


TeamViewer is a secure software that we use to connect remotely to your system.  Click the link to the right to download the free software.  We will need to collaborate during regular business hours to get connected, but then - of course, only with your permission - we can set up the software to be able to access your system remotely at any time without any action on your part.  In this way, we can work for you at times that are convenient for you.  If you're a retailer, you don't want us to log in on Friday afternoon, but you also don't want to have to be on premises Tuesday evening at 9:00 pm so that you can "let us in".  This is just another way that we do our best to complete your work in a way that is not disruptive to your business.