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Introduction to Your Portal

Our Portal is an easy-to-use tool that allows Boulder Valley CPAs to securely exchange files with you using an intuitive folder structure, just like on your computer. You will receive email notifications when a portal is created for you that include a link to your portal and your temporary password.

Logging In to Your Portal
Your email address is your Login ID. The first time you login to Portal, use the temporary password sent to you in an email notification. Please email Admin@bouldervalleycpa.com to get an invitation to use our portal. If you ever forget your password, click the Forgot Your Password link.

https://www.clientaxcess.com/#/login

Browsing to Your Files

Once you have logged in successfully, you will see the Portal homepage and be able to proceed directly to the Files & Folders area in the middle of the screen. If you know where the file is located, browse to it as you would on your computer. If you do not, use the Search box at the top right of the homepage to quickly find it.

Accessing Your Files

Once you have located your file, double-click on it to open or save it to your computer. If you prefer, you can also right-click on the file and choose Download from the menu that appears. For most, this will initiate your browser's normal download procedure. A small pop-up will also appear at the bottom right portion of the screen for those whose Internet Explorer security settings prevent downloading files. If you are using Internet Explorer and a download prompt does not appear, click the link in the small pop-up to force the download.

Uploading Files to Your Portal

Send a file to the firm by dragging and dropping it into a folder on your portal that matches the description of your file. Many firms will have a folder specifically labeled for you to drop files into. This procedure is very similar to moving or copying files on your computer. The file will appear in the portal folder as partially transparent compared to the other files, meaning that it is ready to be uploaded. After dragging and dropping all of the files you want the firm to receive, click Upload Files at the top of the Files and Folders area to complete the upload.

An alternative to dragging and dropping files into Portal is to double-click on the folder that you want your file to reside in and then click the Add Files button. When you click Add Files you will be prompted to browse to the file(s) on your computer. After selecting the file or files you want to send to the firm, click Upload Files.

If you see that your newly uploaded files are tagged with a yellow NEW icon, the upload was successful and the firm can retrieve your documents.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Most commonly looks like, "can I deduct my home, can I pay my children, should I buy equipment, should I track mileage, etc." This is a service that is sometimes addressed by phone calls to the office and/or emails. Often times it's with an associate or staff member in our office. It can also be something addressed and finalized in an annual office meeting. Different strokes for different folks, but we are capturing what "most" business clients are availing themselves of in this area.
Includes Federal and State vouchers based on safe harbor provisions of estimated tax payments. It uses prior year data to help avoid interest and penalties. It is worked on during your 2018 tax prep meetings.
Common in our practice. Many of our business client owners want us to run projections, using very detailed versions of what they think their personal return will look like, in it's entirety. Most commonly done in our office, with a tax manager or myself.
Most commonly looks like a before and after dog and pony show that illustrates the benefits of making retirement contributions and more importantly, structuring a plan for funding the contribution over a more manageable time frame.
The corporate fee includes all applicable schedules including partner K-1s.
We include one owner tax prep and for any additional owners we would offer a bundled fee of 75% of full price.
Our Valued Price Agreements allows our clients to lock in monthly, quarterly or annual billings that even out cash flow.
It is not a popular service within our firm because of a number of online tools but we do offer it at $75 per filing period (monthly, quarterly etc.). We have empowered our clients to take this role on themselves but we are happy to address in our annual office meeting.
We took time to review our previous billing methods, and to better serve our corporate level clients, have embraced a method that allows us to fix our annual fees. That method is based on the value of those services and the costs we incur, providing them.
Individual returns start at $550 and includes Schedule A, B 2441(Child Care Expenses) and one state return. Any additional schedules range from $50 - $100.

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