Sanders & Bales Financial Services, Inc. HOME SERVICES ABOUT US CLIENT RESOURCES OUR BLOG CONTACT US Using The Web Tax Organizer At the "Client Center" box, check the circle next to "Client Portal." For your username, use your primary email address. For your password, use passwordxxxx where the xxxx is the last 4 digits of the social security number of the person who is listed first on the tax return. Click on the "Login Box." This should bring you to your portal. If it does not, please contact us. Otherwise, you can click on the "Web Organizer" icon and it will take you to your personal tax organizer. From there, you can fill in the tax organizer on your computer and send it back to us electronically. If you want to print a hard copy of the tax organizer, click on the "Create PDF" icon and then the print button at the top upper left hand corner. It is also very important that we receive copies of your W-2's, 1099's, K-1 forms, mortgage statement forms, etc. You can either mail these forms directly to our office or fax to us at 317-574-5044 or you can scan them in and send them using your client portal. If you have a scanner and want to scan the documents in and send them to us, use the "Attachments" icon of your client portal to do this. CLIENT CENTER CLIENT PORTAL ACCOUNTING LOGIN ACCOUNTS PAYABLE LOGIN Using the Web Tax Organizer Using Your 1040 Tax Portal OUR BLOG Phone: 317.848.0200 • Fax: 317.574.5044 • Email: Office@sandersandbales.com Check us out on BrokerCheck Home Sitemap Contact Copyright © 2021 Sanders & Bales Financial Services, Inc. 2106 East 86th Street • Indianapolis, IN 46240 • Phone: 317.848.0200 • Fax: 317.574.5044 • Email: Office@sandersandbales.com Tim Bales offers securities through Sigma Financial Corporation, member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Sanders & Bales Financial Services is independent of Sigma Financial Corp and SPC.

Sanders & Bales Financial Services, Inc. HOME SERVICES ABOUT US CLIENT RESOURCES OUR BLOG CONTACT US Contact Us Thank you for your interest in Sanders & Bales Financial Services, Inc. Address: 2106 East 86th Street Indianapolis, IN 46240 Phone: 317.848.0200 Fax: 317.574.5044 Email: Office@sandersandbales.com Phone Extensions: Dave Sanders - Ext. 2 Tim Bales - Ext. 1 Robin Mervar - Ext. 3 CLIENT CENTER CLIENT PORTAL ACCOUNTING LOGIN ACCOUNTS PAYABLE LOGIN Using the Web Tax Organizer Using Your 1040 Tax Portal OUR BLOG CONTACT FORM Name: Email: Phone: Best Time to Call: Describe Your Request: Submit Phone: 317.848.0200 • Fax: 317.574.5044 • Email: Office@sandersandbales.com Check us out on BrokerCheck Home Sitemap Contact Copyright © 2021 Sanders & Bales Financial Services, Inc. 2106 East 86th Street • Indianapolis, IN 46240 • Phone: 317.848.0200 • Fax: 317.574.5044 • Email: Office@sandersandbales.com Tim Bales offers securities through Sigma Financial Corporation, member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Sanders & Bales Financial Services is independent of Sigma Financial Corp and SPC.