Category: Technology
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Protecting Yourself from Identity Theft
Strategies and Tips In the digital age, the threat of identity theft looms large, affecting millions of people each year. This malicious act involves unauthorized access and use of personal information such as Social Security numbers, bank account details, credit card numbers, and other sensitive data to commit fraud or theft. The repercussions for victims…
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Accessing Your Tax Return
PORTAL Accessing Your Tax Return and Paying Your Invoice New User: Click the folder and it will drop down where you will see your tax return. Returning User: Click the folder and it will drop down where you will see your tax return.
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Upload Your Tax Info
If you’ve procrastinated this long, you may not be able to get an appointment for a face-to-face meeting. However, if you upload your tax documents to us now, we will be able to input and review your data faster. Why not try it? More than 1,100 of our clients are now filing their taxes remotely…
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Using Our Client Portal is So Easy
You may use a home computer, tablet or phone to upload or download documents. Exchanging documents this way is actually more secure than mailing paper! This season has seen an exponential increase in portal activity. I am so pleased and cannot wait to see the additional increase in the coming year. First Time Sign In…
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Digital Asset Reporting and Tax Requirements
Greg reminds taxpayers that there’s a question at the top of Forms 1040 and 1040-SR that asks about digital asset transactions. All taxpayers filing these forms must check the box indicating either “yes” or “no.” If an individual disposed of any digital asset that was held as a capital asset through a sale, exchange or…
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Cyber Monday 2022
Cyber Monday is a marketing term for e-commerce transactions on the Monday after Thanksgiving in the United States. It was created by retailers to encourage people to shop online. The term was coined by Ellen Davis of the National Retail Federation and Scott Silverman. The term made its debut on November 28, 2005. Cyber Monday…
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Recent Updates to Our News Service
Improvements to the News Section of our Website are Paying Dividends. The article you are reading was created, published and hosted on our own webserver right here in Arab, Alabama. Running your own webservers is not for the faint of heart, but it’s something I’ve been doing since 1994. So much has changed over the…
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Thank You CWS Security!
Right in our busiest time of the year, we had to replace some of the old Cat 5 cabling in the office. The newest Dell workstations were dropping network connectivity and it turned out to be the firmware in the latest Intel network cards being incompatible with the older Category 5 cabling.
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Easily Scan Documents with iPhone
Some tax documents should be scanned rather than photographed before uploading to us. Occasionally we have problems enlarging photographed documents to a readable state. If you have a photograph of a document you are sending to us, be sure to select “Original Size” or “Large” when your iPhone asks what size you want to send.…
