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Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

At Baum & Baum Certified Public Accountants, P.C. we work tirelessly at maintaining the high standards and ethics clients should expect in a certified public accounting firm. To augment the personalized, professional service our clients have come to depend on, we now offer an online community and resource to keep up with the growing need for simplified and efficient online services.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients (in our Links section).

Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

 

 

Tax Refund Status:

You can check on the status of your IRS tax refund here.

You can check on the status of your NYS tax refund here.

You can check on the status of your CT tax refund here.

You can check on the status of your NJ tax refund here.


Please check our Alerts page for information on scams you should be aware of.


 

 

 

ShareFile Login: 

Email:
Password:
Forgot your password?
ShareFile by Citrix

Through the ShareFile Login box above you can access a secure platform through which you can upload files to and download files from us. ShareFile has critical advantages:

  • Access to vital documents immediately from any location with internet access via a secure, private repository.
  • Easily upload documents of all sizes.
  • The portal is a convenient electronic storage space in which files  can be downloaded and uploaded, while maximizing the security of sensitive information
  • Can be used with both PC’s and MAC’s (running an Intel-based processor).

 Many clients like to have a “pdf” version of their tax return available in their portal; it is readily available if needed for refinancing, etc.  Others have started to use their portal to upload documents or QuickBooks files to us, rather than mailing them.

If you don’t yet have a portal user account, please email  Alanna@baumtax.com to request one.  If you have any questions, please call.  Alanna is our firm expert, but we are all familiar with it.

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