A New Website, and a Client Portal on the Way
The practice has a new website. A secure client portal for documents, messages and e-signatures is being added over the coming months.
The practice has a new website at wrb3cpa.com. It lists the services the firm offers and gives prospective clients a simple way to get in touch.
What is coming
Over the coming months, a secure client portal will be added for existing clients. It will let you:
- Upload tax documents without attaching them to email
- See which documents are still needed for your return
- Send questions and receive answers through secure messages
- Review and sign engagement letters and other documents online
Each piece will be announced here when it is ready.
Until then
Nothing changes in how you work with the office. Call (775) 782-0438 with questions. Please do not send Social Security numbers, account numbers or tax documents by regular email.
About these updates
This page will carry short notes on Nevada and California tax changes that matter to business owners, along with news from the office. Posts are brief and dated, and each one says what changed and what it means for you.