Frequently Asked Questions

We believe that communication is key to any great relationship! As such, we strive to make it easy for our clients to communicate with us. Below are a handful of ways that clients and prospective clients can reach us!

Prospective Clients:

• Phone: (678) 804-5530
• Request a Consultation Form

Current Clients:

• Phone: (678) 804-5530
• Financial Cents Client Portal Chat 
• Email the relevant staff member

If you get this error message, then the email address that you entered may have a typo, or it may be a different email address than the one that we have on file. Double check that your email address is entered correctly, and if this does not work, then try any of your alternative emails.

If the issue persists, then please contact us so that we can get it sorted out for you!

You are encouraged to chat with us via the FinancialCents Client Portal because we receive alerts almost immediately that there is a message waiting.

However, if you are in the portal and don’t see a chat window, then it means that we need to send you an initial message first (also called “Requests”).

If you have Requests, but don’t see a chat window, click into one of the requests and the chat box should be visible.

If the issue persists, please call our Office Manager at (678) 804-5530!

Yes! If we have requested documents via the Client Portal, you can click the paperclip icon to Attach Documents. However, it will typically direct you to upload documents to ShareFile. ShareFile is our secure document management system.

The FinancialCents Client Portal is a communications hub for clients and MSM accountants to securely communicate with each other:

• You will receive messages or requests through the portal
• You can chat with us via the Client Portal

ShareFile is a document management platform where documents are stored in secure folders.

• You can securely upload documents
• You can download documents, such as your Tax Return and Payment Vouchers
• You will receive requests to sign documents

The Financial Cents Client Portal and ShareFile work together to create a seamless way for us to communicate, and upload/download documents.

Effective May 15th, 2026, our firm is using ShareFile as our secure document management system. We are no longer accepting or uploading documents via SmartVault.

If you forgot your password, then you can reset it from the login screen on ShareFile. Simply enter your email address as normal, click “Continue,” and then click “Forgot Password” when it prompts you to enter your password. Alternatively, when it prompts you for your password, you can also click “Use one-time codes,” and ShareFile will send a login code to your email.

When you log in to ShareFile, click “Folders” on the left-hand menu, and then click “Shared Folders.” Here, you will see all of the folders that have been shared with you.

You can watch our ShareFile Dashboard and Shared Folder Overview video on our ShareFile Resources webpage for a more detailed guide on where to see your ShareFile folders.

One of our favorite features about ShareFile is that they make it easy to securely share documents with third parties. Each of our clients has the ability to send their documents to a third party from ShareFile. Simply go to the document(s) that you want to share, click the checkbox to the left of the document name, and click the “Share” button. To ensure the security of the document, we highly recommend sending your document(s) directly through ShareFile, rather than using the sharable link option.

For a more detailed tutorial, you can watch our How to Share Documents With a Third Party in ShareFile video on our ShareFile Resources webpage.

If you need any assistance with sending your document to a third party, please contact our Office Manager, Darcy, at (678) 804-5530.

Important Annual Tax Filing dates and deadlines are available on our website under the Tax Year Timeline page.

Quarterly Estimated Taxes are due every January, April, June, and September. Report the prior quarter’s earnings by the 10th calendar day of those months by uploading any relevant documents to your ShareFile Client Upload Folder.

For Personal Tax Returns (1040) these are a good place to start:

In order for Quarterly Estimated Taxes to be filed, you must upload all of your income information for that quarter.

Quarterly Estimated Taxes are due four times per year: January 15th, April 15, June 15th and September 15th.

When it is time to upload the required documents, MSM Advisors will send you a request and reminders via the FinancialCents Client Portal. You will upload your documents to ShareFile.

You must upload all income and earnings information by the 10th of each month that Estimated Taxes are due. 

Upload By January 1oth – Income information from (previous year) Sept, Oct, Nov and Dec

Upload by April 10th – Income from Jan, Feb, March 

Upload by June 10th – Income from Apr and May

Upload by September 10th – Income from Jun, Jul, Aug

If all of your required tax documents arew uploaded and your Tax Client Checklist is submitted by the March 15th due date, we commit our best effort to ensure your taxes are prepared on time. The IRS due date for taxes is April 15th.

However, the following factors impact our ability to prepare your return promptly:

• Documentation or the Tax Client Checklist are submitted after March 15th
• Documentation is not uploaded in approved format (.pdf)
• Missing documents or information
• Interruption in technology systems
• Unanswered questions awaiting client response

Any of the above factors can cause delays, resulting in a tax filing extension, and may incur additional fees or penalties.

Annual taxes are due to the IRS on April 15th. Our firm’s deadline to receive all tax documents and your Tax Client Checklist is March 15th. If these are fully completed and received by March 15, we commit our best effort to ensure that your taxes are filed on time.

However, the following factors impact our ability to meet the April tax filing deadline, such as:

• Documentation or the Tax Client Checklist are submitted after March 15th
• Documentation is not uploaded in approved format (.pdf)
• Missing documents or information
• Interruption in technology systems
• Unanswered questions awaiting client response

Any of the above factors can cause delays, resulting in a tax filing extension, and may incur additional fees or penalties.

Please reach out to us via the Client Portal or email your accountant whenever you need an update your tax return. We are happy to assist!

Tax Returns and Payment Vouchers are located in ShareFile under the folder labeled “Tax.“

• Annual IRS and State returns and payment vouchers are located in the applicable Tax Year folder (e.g. TY22) under the “Client Tax Returns” folder.
• Quarterly Estimated Tax reports and payment vouchers are located in the folder that pertains to the specific quarter, also under the folder for the applicable tax year.

Please review your tax returns carefully before eSigning your authorization for filing.

We are always happy to help! There are a number of ways to contact us for help: 

• Via Chat in your FinancialCents Client Portal
• Via Phone – (678) 804-5530
• Via Email – You can email your accountant directly (Do not include confidential information or documents via email!). You can also email our Office Manager, Darcy, and she can direct you to the relevant staff member!

For all tax payments you owe, you can find the Payment Vouchers in ShareFile. Go to the Tax folder and select the tax year folder for which you need the Payment Voucher (e.g., TY22 for Tax Year 2022 Client Tax Returns.)

The vouchers and payment instructions are typically the last pages of the tax return.

For information on how you can pay IRS tax payments, you can visit the Make a Payment page on the IRS website.

For information on how you can pay state tax payments, visit your state’s Department of Revenue website.

For tax payments to the IRS, visit the Additional Information on Payment Plans page on the IRS website.

For tax payments to your state, visit your state’s Department of Revenue website for available payment arrangement options.

For IRS Tax Refunds, you can check the Where’s My Refund page on the IRS website.

For State Tax Refunds, you can check your State’s Department of Revenue website.

Scanning a document from your mobile phone is easy with ShareFile!

We highly recommend downloading the ShareFile mobile app because it has a built-in scanner that will allow you to scan your document and upload it directly to ShareFile. This is the easiest way to scan your documents! For more information on the ShareFile mobile app, please visit our ShareFile Resources webpage.

We require all file uploads to be in a .pdf file format because the systems used to prepare your taxes are unable to read other file format types.

We cannot accept image files like .jpg, .png, .bmp., etc. Upload files in the incorrect format can significantly delay preparation of your taxes, which can result in costly fees and penalties.