- Web Site: www.zaffore.com updated and improved! Let us know what you think! You can email us or join us on our Facebook Fan page. Kathleen M. Zaffore PC CPAs… soon to become:
Zaffore Ruane CPAs PC
- Facebook Fan Page: We continue to try to figure out how best to use this tool, so bear with us. Our goal is to not drive you crazy but to help keep you informed. You can find it on www.facebook.com then search for Kathleen M Zaffore PC CPAs. Voila! And LIKE us – if you want updates via Facebook.
- Clien Login-Secure Portal: On our website you will find Client Login. This is your secure portal folder to upload information to us and receive information from us, including pdf copies of your tax returns and your tax supporting documents. If you already have a portal folder (and you do if you have been with us in prior years AND have told us you use the Internet), simply click here Secure Client Login, use your email address and password and you are in.
Trouble Shooting the Portal:
- If you have forgotten your password – it is easy to reset. Simply click on reset and a new password will be emailed to you. CHANGE IT immediately and use many numbers, letters, caps, symbols. Security!
- If the portal tells you it does not recognize your email, try one of your other email addresses – we will use the one you give us on your annual organizer (usually). If you still have trouble, call us to reset.
- If you can get into your portal, but your data is not there, call us – we may have forgotten to post or to toggle you in.
Your will be able to access years of tax returns and other info online whenever and wherever you want it. Remember that we cannot send your information to third parties anymore (ie..banks, mortgage lenders), so the portal should be helpful in finding your information quickly from wherever you are.
For the first time in 2015, we are offering RightSignature through the portal – a secure way to electronically sign your documents.
We will also post your invoices to the portal and you can either pay by check or directly online with a credit card.
- Blog: On our website, click on Blog and get “The Daily Dollar”. We occasionally add new stuff – and will be more faithful if you tell us you are using it. you can sign up on the Blog Page to receive an email to tell you what was added (so you can decide to take a look or not) OR you can visit regularly OR you can go to FACEBOOK Kathleen M Zaffore PC CPAs fan page and see excerpts from the blog. If you have topics you would like to see discussed, drop us an email or make a comment on the blog page itself.
- Calculators – A Lot of Them: We have a bunch of calculators at www.zaffore.com/calculators. Let us know how you like them and whether you would like to see more or others included.
- Annotated Links: Under Links on the website, you will find annotated links to a variety of sites including the IRS, Social Security Administration, the Secretary of State and a host of business and personal finance sites. This has been incredibly popular for years – a nice index of places you’d like to get to but don’t want to be bothered searching for. If you know of other sites that “ought to be included”, let us know.
- Top Ten Lists: Fun and informative lists of questions on the website you could/should be asking (and some of them have answers). If you have ideas for this – let us know.
- Articles: We have been writing short articles for years and posting them to the website – generally on topics that have been suggested by clients. Topics address issues for small businesses, investments and personal finance. We will be adding new content throughout 2015, as usual.
- E-mail: We check our e-mail often during tax season, so feel free to communicate with us via e-mail (sometimes easier than calling). DO NOT SEND ANYTHING TO US WITH SOCIAL SECURITY NUMBERS, BANK ACCOUNT NUMBERS ETC VIA E-MAIL. USE THE PORTAL INSTEAD!!
Our Staff E-mail Addresses:
Kathy Zaffore, CPA email@example.com
Kim Ruane, CPA firstname.lastname@example.org
Kathleen Bell, CPA email@example.com
Julie Bechtel CPA MT firstname.lastname@example.org
Alicia Huang, CPA email@example.com
Vicki Hager, Lead Bookkeeper, Tax Tech, IT firstname.lastname@example.org
Michelle Cox, Bookkeeper, Admin email@example.com
Nina Besant, Bookkeeper firstname.lastname@example.org
Laurie Paganini, Administrator email@example.com
Amy Ross, Administrator firstname.lastname@example.org
- Directions: We are located in downtown Parker in our very cute pink Victorian house on Pikes Peak Avenue. Many streets in Parker are called Pikes Peak – the town founders were not very creative. So – Avenue is important. Our building is next door to the famous Parker Med Spa and just south (across public parking lot) of the little white church – Ruth Memorial Chapel – on Mainstreet. Our front door faces south to Pikes Peak Avenue. We are on the main floor. See www.zaffore.com for more directions and a photo of the building :-).
- Shred-O-Rama. For inactive clients (ie..those we have not heard from or talked to for AT LEAST 3 YEARS): We shred your documents after 4 years. We do not contact you ahead of time. If you are not returning to our firm and would like to have your files, call or email immediately. We cannot keep files indefinitely – there are just no storage units big enough for that 😉 Thanks for your cooperation. We will also remove your Sharefile after three inactive years.