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File Share: A secure way to send sensitive information or large electronic files!

Clients of Tronconi Segarra & Associates have the opportunity to safely and securely transfer electronic information to a Firm associate up to 150 MB in size through our File Share link. Tronconi Segarra & Associates can also send information to clients in the same manner. File Share ensures that our clients' sensitive and personal information, or very large files, can be easily and securely transmitted.

Please call your Tronconi Segarra & Associates advisor if you would like to register for File Share or have questions about File Share. Or, send an email to Info@tsacpa.com.


Portal: A secure area to safeguard and access important client-firm documents.

Click the image below to log in to your secure portal. If you need assistance or would like more information about the portal, please contact your Tronconi Segarra & Associates advisor or email Info@tsacpa.com.


2011 Year-End Tax Planner

Helpful worksheets and information to guide you through your 2011 year-end tax planning process. Click on the icon below to review the planner, and then call your Tronconi Segarra & Associates tax advisor to discuss the tax planning ideas and strategies most appropriate to help you minimize your 2011 tax obligation.
 



 

Client Tax Organizer


This online form is designed for the ease and convenience of our tax clients. It can be used by clients to provide Tronconi Segarra & Associates with the necessary information to prepare their tax returns. Please remember that sensitive electronic information (Social Security numbers, account numbers, etc.) should sent to Tronconi Segarra & Associates in a secure maner. Please use the File Share transfer capability to transmit sensitive information to us. (See File Share registration information above.)

To access the Tax Organizer, simply click on the link above. You can type right on the Tax Organizer forms. Be sure to save it to your own computer hard drive or desktop. When you have finished entering your information, click on the File Share link and upload your organizer to our secure server (once you have registered to use File Share). The Tronconi Segarra & Associates' tax advisor to whom you have sent your organizer will then download it.

Technical questions? Please send an email to Info@tsapa.com, or call our Webmaster at 716-633-1373.

 

 

 

 

 

 


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