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What's for Clients Only

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What's for Clients Only

For Our Clients Only:
With your own user id and password, we provide the following online products to you:

Record Retention Guidelines How long must you legally keep records.
Secure File Transfer Safely and secure transmit your records to our office and receive files, including ad-hoc financial statements and copies of tax returns.
End-of-Month Software Procedures We will ensure that you know how to properly transmit your electronic files to us and we will instruct you when you should perform backups or other month-end administration.
Software We provide downloads and updates for clients using our proprietary software. Software training is also available.
Documents You will have access to certain documents that we make available to all of our clients such as a sample expense report. We also provide specific reports that you identify to us.
Calculator Library
Online calculators for determining:
1. Sales volume breakeven analysis
2. 1040EZ Tax form
3. Home Refinancing or breakeven calculator
4. Amortization loan calculator
5. A retirement plan calculator will help you determine if your retirement plans are on track, estimate your social security benefits, determine if a Roth or traditional IRA is right for you.
6. Additionally, another calculator can help you determine if you should purchase or lease a vehicle, assist with saving for college or help you determine how much life insurance you should be carrying.
  

As your financial professionals,
we are committed to understanding
your vision and goals.




Morelli & Associates
3182 Golansky Blvd., Suite 201, Woodbridge, VA 22192
Phone: (703) 670-5551