FAQ

How can I view my Schwab account?

To access your account for the first time: ● Go to Schwab.com. ● Click on the "Log in" link at the top of the page. ● Click on the "New User" link next to the Login ID form field. ● Follow the simple instructions to set up your Login ID and password. Be sure to have your account number close at hand. If you've forgotten your Login ID or password, just click on the "Forgot your password?" link or Schwab services anytime at 800-435-4000.
How can I view my 401k, profit sharing or pension plan?

To access your plan, click [here] to sign into your account. If this is your first time logging in, you will need to select “Register to access your account” and follow the prompts.
Where’s my refund?

The IRS hosts a platform for tracking your refund status. Click [here] and fill in the appropriate information to check your refund status. Do not hesitate to contact us should you have any questions.
How can I send my documents securely?

We use Zix, a secure file-sharing service. To send your documents securely please click [here] (link pending) to sign in or create an account for secure sending.
How can I get my tax transcript?

The IRS maintains records of your tax transcripts that you may access through your online account. Please navigate to your [IRS Account] to sign in or create an account. This is the fastest and easiest way to: ● Find out how much you owe ● Look at your payment history ● See your prior year adjusted gross income (AGI) ● View other tax records
I know I received a letter from the IRS but I have misplaced it.

If you've lost your notice, you can access them in your IRS Account in the section titled “correspondence”. Alternatively you can call one of the following toll-free numbers for help: Individual taxpayers: 800-829-1040 (TTY/TDD 800-829-4059) Business taxpayers: 800-829-4933. How can I make a payment to the IRS? To pay the IRS by card click [here] and follow the prompts to “Pay Now” or to set up a payment plan.
How can I access eMoney?

eMoney is a financial planning resource that allows you to view all of your accounts in one location. Not only can you view your accounts held with our firm you can also link your external bank accounts, credit cards, brokerage accounts, and life insurance policies. Click [here] (link pending) to access your login. If this is your first time logging in, you will have received a welcome email from our office containing a username and temporary password. Click [here] (link pending) to sign in and change your password.