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SECURE FILE EXCHANGE

In our ongoing commitment to protecting your privacy and safeguarding your financial information, we have implemented a new way for you to send us files. Please refer to your Portal Registration emails from Harper & Co to register your portal. This portal replaces the way we formerly used for sending files. If you don’t have a recent email from us with this link, please call or email us and we will respond with one promptly.

Thank you for your willingness to adapt as we introduce this new measure designed to improve the security of our information exchanges.

Apple devices: Download the NetClient CS mobile app from the App Store

Android devices: Download the NetClient CS mobile app from Google Play

WELCOME TO TAX SEASON!

Tax season is always an exciting time of year at Harper & Co. We realize that it is also an exciting and sometimes stressful time for our clients too. We are preparing now to help make this as stress-free for you as we can. We are starting with these tips and helpful pieces of information.

1. If you have not logged into your portal recently, we suggest that you do so soon. If you need assistance, contact the Harper & Co. office. Through the portal you will be able to sign the 2018 Engagement Letter, view the 2018 Client Organizer and upload your 2018 tax documents directly to Harper & Co.

2. Before tax preparation can begin, a signed Engagement Letter needs to be received in the Harper & Co. office. You may sign the Engagement Letter through your portal, come into the office or you may sign and mail/email it back to the office. Email: tax@harpercpaplus.com

3. The 2018 Client Organizer is available to all clients through their portal or it can be mailed by request. Please contact the office if you would like the 2018 Client Organizer mailed to you. The Client Organizer can be used in different ways:

          -It can be used as a guide to assemble the documents that you will need this tax season based on your 2017 tax return.

          -It can  also be used more extensively by going through the portal and uploading 2018 tax documents that will attach to the          organizer. These documents will come directly to Harper & Co. with the organizer.

          -You may choose not to use the organizer at all.

The 2018 Client Organizer is a courtesy that Harper & Co. provides for our clients to utilize as you see fit.

4. The deadline to submit your 2018 tax documents to Harper & Co. is Friday March 15, 2019 to guarantee that your return can be completed by the IRS’s April 15th tax deadline.

We hope this list will get your 2018 tax season off to a great start.

The Harper & Co. Team

HARPER & CO BLOG

Our team is excited to provide current, relevant and important information to our clients.  We are continually working to educate ourselves, as well as, to provide the opportunity to educate each of our clients. We encourage you to visit the Blog and subscribe to receive relevant updates via email.

CLIENT LOGIN



Forgot password?


SECURE FILE EXCHANGE

In our ongoing commitment to protecting your privacy and safeguarding your financial information, we have implemented a new way for you to send us files. Please refer to your Portal Registration emails from Harper & Co to register your portal. This portal replaces the way we formerly used for sending files. If you don’t have a recent email from us with this link, please call or email us and we will respond with one promptly.

Thank you for your willingness to adapt as we introduce this new measure designed to improve the security of our information exchanges.

Android devices: Download the NetClient CS mobile app from Google Play

Android devices: Download the NetClient CS mobile app from Google Play

WELCOME TO TAX SEASON!

Tax season is always an exciting time of year at Harper & Co. We realize that it is also an exciting and sometimes stressful time for our clients too. We are preparing now to help make this as stress-free for you as we can. We are starting with these tips and helpful pieces of information.

1. If you have not logged into your portal recently, we suggest that you do so soon. If you need assistance, contact the Harper & Co. office. Through the portal you will be able to sign the 2018 Engagement Letter, view the 2018 Client Organizer and upload your 2018 tax documents directly to Harper & Co.

2. Before tax preparation can begin, a signed Engagement Letter needs to be received in the Harper & Co. office. You may sign the Engagement Letter through your portal, come into the office or you may sign and mail/email it back to the office. Email: tax@harpercpaplus.com

3. The 2018 Client Organizer is available to all clients through their portal or it can be mailed by request. Please contact the office if you would like the 2018 Client Organizer mailed to you. The Client Organizer can be used in different ways:

          -It can be used as a guide to assemble the documents that you will need this tax season based on your 2017 tax return.

          -It can  also be used more extensively by going through the portal and uploading 2018 tax documents that will attach to the    organizer. These documents will come directly to Harper & Co. with the organizer.

          -You may choose not to use the organizer at all.

The 2018 Client Organizer is a courtesy that Harper & Co. provides for our clients to utilize as you see fit.

4. The deadline to submit your 2018 tax documents to Harper & Co. is Friday March 15, 2019 to guarantee that your return can be completed by the IRS’s April 15th tax deadline.

We hope this list will get your 2018 tax season off to a great start.

The Harper & Co. Team

HARPER & CO BLOG

Our team is excited to provide current, relevant and important information to our clients.  We are continually working to educate ourselves, as well as, to provide the opportunity to educate each of our clients. We encourage you to visit the Blog and subscribe to receive relevant updates via email.

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