Accounting & Financial Resources

Here at Monica R. Kellogg, CPA, LLC, we believe in providing our clients with the range of accounting services they deserve. In addition, we work diligently to make sure all of our customers have the resources they need to understand their financial situations, futures, and options.

Individual Tax Organizers

Many tax organizer sheets have two-column layouts, with one column reserved to the previous year's data and the other intended for current year data. This package allows you organize your information and prepare for your tax appointment.

New Clients

For clients new to our practice, please download and fill out our Individual Taxpayer Organizer

Current Clients

Returning clients have the benefit of having us maintain your prior year information. If you would like to utilize that information for comparison purposes, we can make that information available through our client portal. If you would like access to this information, please email us and express your interest and we will post it to your client portal. Within 24-48 hours of receiving your request, we will post the information.

To access the personalized organizer within your client portal, please go to our Client Portal page. Your password is the last four digits of your Social Security number. (Please note: for married couples, the information is maintained under the husband's Social Security Number, not the spouse).

Helpful Links

Accounting Services, Resources, and Expertise You Deserve

For additional questions or information about our accounting services in Frontenac, KS, please give us a call at 620-235-0920 today or fill out a contact form.

We look forward to hearing from you!