Gwizdala News Winter 2014

Gearing Up for Tax Season:

Our busy time is right around the corner.  We hope you had a wonderful holiday season and we look forward to another year of doing business with you.

Access at Your Fingertips:


Have you refinanced, purchased a home, or obtained a loan of some sort recently?  If so, you know that banks need to thoroughly investigate your financial standing.  They generally request a lot of information that they need with a quick turnaround such as your tax returns.  You can access all of this in your online portal.  

Many of you have been using our online access portals to obtain this information anytime and anywhere.  You can also access this on your smart phone with the FREE NetClient CS app.

Your online access portal is just like logging into your bank account to check your account activity, but it is actually 10 times more secure than most banking portals.  Secure online access via portals is becoming the industry standard.  You have 24/7 access to your tax documents.

Please make sure we have your current email address on-file for you to access your own portal.  Feel free to give us a call for a quick walk through on how to login and navigate to your information.   

Our policy is to provide you with a copy of your tax return when we prepare your taxes.  If you need an additioanl copy or you need an electronic copy sent to a third party, there is an additional fee if you choose to not access this through your online portal.  Also, IRS requires us to have you sign our 3rd Party Authorization form before we can provide anything to a 3rd party.

Online access portals are more convenient and more efficient.  Visit our website for tons of information at  Like us on Facebook too!

For the entire newsletter, please open the PDF file.