(Note: This page will be updated as needed; please revisit from time to time.)
Overview
Existing clients of Kevin R. Minkoff, CPA have the option of having free online accounts on this Web site.
Benefits of Online Accounts
The primary benefits of having an online account is that your financial documents are securely stored for ease of retrieval. Examples:
- Past years’ tax data
- Partially completed Tax Organizers
Support FAQs
What if I have a problem with my online account?
Please contact Deanna at 503-252-3988 extension 2, or tax@nyobc.com.
How do I register for an online account?
Currently, we are manually adding our existing clients to the Web site. In the future, we will have a form through which new clients can register themselves.
What does it cost to create an online account?
Nothing. Online accounts are a perk of being a client of ours.
How do I get started with my online account?
The first thing you’ll need to do is reset your password. This is because a random password was generated and assigned to your account when we added you to the system. You need to reset your password to something you will remember.
Instructions for resetting your password are here. In addition, you will have received an email with these instructions if you were among the initial batch of clients we added to the system.
How do I find my financial information
If you are a logged-in client, you can find your financial information (Past Years’ Data; Draft Tax Organizer Submissions; and more as time goes on) by going to your NYOBC Dashboard.
