Welcome New Clients

This page contains the information necessary to welcome you as a client 

*To skip the organizer portion go to 25:21 when suggested.
Individual Tax Clients

Step 1:

You will receive an e-mail invite to access your SmartVault folder. Please follow the instructions to create your account. If you need additional help, please click below for the SmartVault help center:

Step 2:

Please complete and upload to SmartVault your new client information form:

Step 3:

Read and sign your engagement letter. This will be uploaded to SmartVault once I have received your completed information form. If you would like this sent via DocuSign and have not requested, please let me know.

Step 4:

Upload your prior 2 years of tax returns, please include all statements, worksheets, and state forms if applicable. If you do not have 2 years' worth of returns, please ignore or upload the number of years as applicable.

Step 5:

Upload any additional documents to SmartVault. Please note, after you upload, I may move things around to folders that are not visible to you. Please include the following items if applicable:

  • Tax documents (scanned/original documents, please no phone images)

  • Completed tax organizer (see resources for a sample, you will receive a blank organizer your first year and a custom one during subsequent tax years)

Once you are ready for your tax return to be completed please pay the retainer invoice. All tax documents are due by 3/15 to avoid being put on extension.

Additional Resources:

Business Tax Clients

Step 1:

You will receive an e-mail invite to access your SmartVault folder. Please follow the instructions to create your account. If you need additional help, please click below for the SmartVault help center:

Step 2:

Please complete and upload to SmartVault your new client information form:

Step 3:

Read and sign your engagement letter. This will be uploaded to SmartVault once I have received your completed information form. If you would like this sent via DocuSign and have not requested, please let me know.

Step 4:

Upload your prior 2 years of tax returns, please include all statements, worksheets, and state forms if applicable. Please also include any fixed asset schedules. If you do not have 2 years' worth of returns, please ignore or upload the number of years as applicable.

Step 5:

Upload any additional documents to SmartVault. Please note, after you upload, I may move things around to folders that are not visible to you. Please include the following items if applicable:

  • Organizational documents including operating agreement, EIN letter from IRS, S-corp election (if applicable), articles of organization/incorporation/equivalent document filed with the secretary of state

  • Completed members/directors/officers form for each business owner or board member

  • Completed business questionnaire/checklist

Once you are ready for your tax return to be completed please pay the retainer invoice. All tax documents are due by the invoice due date (2/15 or 3/15) to avoid being put on extension.

Additional Resources:

Small business Administration

IRS small business resources

 Bookkeeping Clients

Step 1:

You will receive an e-mail invite to access your SmartVault folder. Please follow the instructions to create your account. If you need additional help, please click below for the SmartVault help center:

Step 2:

Please complete and upload to SmartVault your new client information form:

Step 3:

Read and sign your engagement letter. This will be uploaded to SmartVault once I have received your completed information form. If you would like this sent via DocuSign and have not requested, please let me know.

Step 4:

Send an invite to your QBO file: mickele@mickelenowdencpa.comIf you do not already have a file, please complete the below checklist so I can help select which subscription you need. If you are paying for setup, please book an appointment so we can go through the form together.

Step 5:

Upload any additional documents to SmartVault. Please note, after you upload, I may move things around to folders that are not visible to you. Please include the following items if applicable:

  • Organizational documents including operating agreement, EIN letter from IRS, S-corp election (if applicable), articles of organization/incorporation/equivalent document filed with the secretary of state

  • Access to bank and credit card accounts, including PayPal and/or similar sites (i.e. Bill.com, Expensify, etc.) please create a document with logins and upload to SmartVault. If you will be providing the statements instead, please upload to SmartVault in the appropriate month folder. If you are not using bank feeds in QBO, please provide pdf statements and an excel download of your transactions.

  • Copies of any checks, unless included on your statements or you have provided access to your accounts. If you are on accrual basis, please provide a list of checks written and not yet cashed.

  • Copies of invoices sent to customers/clients (even if payment has not been received), unless you are preparing through QBO.

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We provide a 10% discount for referrals for new paying clients in order to get a discount you must be a current client (in good standing). Only one discount can apply per client per year.

© 2018 by Mickele-Sade Nowden, CPA.