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Tax Update

  • by CWA
  • •    February 26, 2015
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As tax season swings into gear, remember CWA is committed to a high standard of cyber security and especially vigilant during periods of high-volume data transfers across our systems. You can help support our secure environment by:

• Using our secure client portal  to manage important documents.
• Accepting encrypted emails sent from CWA for secure document transfer
• Informing your planning team about any possible breaches that may impact your sensitive financial information

For 24/7 portal access:
o Go to https://www.cainwatters.com/
o Click on “Client Login” at the top of the page
o Enter your user name and password. If you have forgotten your username and password, you may reset it by following the “Reset your password” link.
o Click on the “+”next to the information you want to access and then the year to view your transcripts, personal financial statements, tax returns, financial statements, splits, etc. Please note, documents are saved under the year the file is uploaded.
o Double click documents to print or save to your computer

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco