Welcome to our client page. Find some common forms and information or join our eNewsletter.




Secure File Transfer


Secure File Transfer

The Axley & Rode Sharefile portal is a secure way to transfer your files on any device, from any location to our accounting team.


Client Portal Login


Client Portal Login

 NetClient enables you to easily access tax documents and financial statements created by Axley & Rode, as well as upload documents that you’d like to share.


DOWNLOAD 2024 TAX GUIDE


2024 TAX GUIDE

A reference guide with 2024 tax rates, schedules, and contribution limits.







Client Tax Organizer


View Tax Deadlines


2024 Filing Deadlines

Know the deadlines that apply to you, as there are more deadlines than just the date of your income tax return.

Client Portal Login


Download the Organizer


Client Organizer

The Axley & Rode Tax Organizer is a simple, easy-to-fill form that will outline all of the necessary information we need to prepare your taxes.

Client Portal Request Form


Download the form


Client Portal Request Form

We work hard to put our client’s best interests first, including catering to their online needs. We serve a wide variety of clients, and we’ve collected the key tools you’ll want for speed of service and peace of mind.







Auto Mileage Form


View Beneficial Ownership Information


Beneficial Ownership Information Resources

The Corporate Transparency Act requires the disclosure of the beneficial ownership information of certain entities from people who own or control a company. These links provide reference information on how to comply.

Overtime Rules


View Overtime Rules


Department Of Labor Overtime Rules

Do you have questions about the Department of Labor Overtime Rules? These links provide reference information for frequently asked questions.

Auto Mileage Form


Download the form


Automobile Mileage Form

To help us prepare your taxes use this form if you plan to deduct the costs of operating an automobile for business and certain other purposes. View standard mileage rates here.







Household Employees Form


Download the Form


Household Employees Form

Use this form to help us prepare your taxes if you paid a household employee. Household employees include housekeepers, maids, babysitters, gardeners, and others who work in or around your private residence as your employee. Learn more here.

Records Retention Guide


Download the Guide


Records Retention Guide

April 15 has come and gone, and another year of tax forms and shoeboxes full of receipts is behind you. But what should be done with those documents after your check or refund request is in the mail?