Quick Start Guide to Your Onvio Portal

Here is a step-by-step instructional guide on how to register for your new portal, navigate within it, and how to upload documents: Quick Start Guide

For all of the visual learners, below is an instructional video to get you started.

If you’re looking for more information on the Onvio Client Center and why we’ve decided to make the switch, we would encourage you to read our post Introducing the Onvio Client Center.

If you need any further assistance, we are only a phone call away: 248-934-0550.

Hiring: Senior Tax Accountant / CPA

We have an exciting opportunity for a self-motivated Senior Tax Accountant to join our team. In this role, you will be the point person in contact with clients to perform monthly client accounting services, personal tax preparation, corporate tax preparation and other client facing services acting on behalf of the firm, providing exceptional client service.

Multiple Entity Upload

Are you a Senter, CPA client with multiple entities? Learn how to upload your documents to the correct entity.

Syncing QBO Advance with Excel

At this point, some of you may want to think about your 2024 finances and tax return. That being the case, for many of you, that would include taking a retirement distribution from your retirement accounts.

Retirement Penalty

At this point, some of you may want to think about your 2024 finances and tax return. That being the case, for many of you, that would include taking a retirement distribution from your retirement accounts.

Senter Forward: Explained

Are you looking for more out of your CPA firm? Monthly Client Accounting Services, Advisory and Consulting services to help you understand your accounting and discuss tax savings strategies, Payroll processing, Corporate or Partnership tax returns and Individual returns for the owner? Great! We have a great offering for you. We call it Senter Forward.

2023 Tax Season Thank You!

As we bid farewell to yet another tax season, we wanted to take a moment to express our deepest gratitude to each and every one of you.

Reasonable Compensation and its Importance

As a valued client of Senter CPA, it’s crucial to understand the significance of calculating and taking reasonable compensation wages, especially if you own an S Corporation. This practice not only ensures compliance with tax regulations but also plays a pivotal role in maintaining the financial health of your business.

Filing a Tax Extension

It is not uncommon to need more time to file your individual tax return. The IRS has made it possible to file your own tax extension.

Senter, CPA Guide to Review and E-Signing Your Tax Return

As tax season approaches, we understand the importance of making the process as smooth as possible for our clients. At Senter CPA, we leverage cutting-edge technology to simplify the review and e-signing of your tax return through UltraTax and the Onvio portal. Follow this step-by-step guide to ensure a seamless experience

Traditional vs. Roth IRAs

Saving for retirement can be a daunting task. Here at Senter CPA we can help you make some of those retirement decisions.

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