OUR VALUES

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

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PROFESSIONALISM

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

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RESPONSIVENESS

Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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Welcome to Sharefile!

Sharefiling documents to us is secure and easy to use. No logins or passwords are required. Simply click on the link to upload and enter your email and name. Drag your files to upload just as you would attaching documents to an email. You can attach all your documents in one email. We request that you do NOT send a separate email for each document upload. If you have multiple documents you need to send, please read the requirements section below.

Once your files are attached, please be sure to click the blue upload button in the lower left corner. Once the files are uploaded you will see a green ‘uploaded’ icon to the right of your files and you will receive an email confirmation of your upload. We will receive the files on our end and download and route to the correct preparer.

Sharefile Requirements-Please read before sending:

  • If you are sending your individual tax documents: Please include the engagement letter and questionnaire with your documents, shown in the link below. Please fill these forms out completely as they are required to begin and complete your tax returns.
  • If you are planning to send us several documents over several days, please wait and send us all your documents at once. During tax season we receive hundreds of uploads and it is very difficult to sort through when we are not sure how many documents you will be sending or when you have finished sending us everything needed to complete your tax returns.
  • If you have multiple documents that can be combined in 3-5 large PDF files, we ask that you do so. Please do not send multiple emails with separate files/uploads. If you cannot combine your documents into 3-5 PDFs and send in one email, please see the next steps.
  • Sharefile is not the best solution for sending numerous documents (exceeding 15 separate uploads). If you have numerous tax documents, we request you drop off your tax documents if you are local, or mail your documents to us. This also applies if you are sending multiple tax documents for more than one individual’s taxes ie: yourself, your children, etc. The more uploads we receive, the greater the risk of something being missed in the download and routing process.
  • Please understand additional costs may be incurred for extra time required to download and sort excessive Sharefile uploads.
  

Westlake, OH Accounting, Furrer & Associates, Inc.

Furrer & Associates, Inc. | 28045 Clemens Road Suite B , Westlake, OH 44145 | Phone: (440) 899-7116 | Fax: (440) 899-7182 | meghan@furrercpa.com