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Log In For Client Web Organizers

If you have received your email notifying you that your Client Organizer is ready to be accessed, click the link below to begin.

2016 Web Organizer

We are pleased to offer you an alternative version of your traditional paper Client Organizer. The Web Client Organizer is an electronic version of your paper Client Organizer that allows you to access and complete your organizer through a personalized private web portal. The web portal is a convenient and highly secure environment and comes with a unique password to control access.

Completing your Web Client Organizer is a simple process that starts with an email message from our office, notifying you that your Client Organizer is ready to be accessed. The email message will contain information on how to gain access to and complete your Web Client Organizer.

Like the paper version, the Web Client Organizer screens will contain information from your prior year income tax return to help you complete the current year information with minimal time and effort. There are screens for entering additional information or submitting questions to our office. You may attach and send additional files with your Web Client Organizer to our office. This is a convenient and secure way to send information regarding the preparation of your tax return without having to mail or deliver these documents to our office. You can attach the following types of files to your Web Client Organizer: Quicken® tax exchange format (.txf), Microsoft® Excel® (.xls, .xlsx), Microsoft® Word® (.doc, .docx, .rtf), Adobe® Reader® (.pdf), image files (.jpg, .bmp, .tif, .png), text documents (.txt), and web pages (.html).

To access and process a Web Client Organizer you need to meet the following system requirements:

  • A Microsoft® Windows® 10, Microsoft Windows 8, Microsoft Windows 7, or Windows Vista Professional operating system. The Web Organizer is not supported on operating systems that are no longer supported by the manufacturer.
  • Internet access with a browser.
  • 128-bit encryption is recommended. 
  • An email service.
  • Optional: Adobe® Reader® version X or higher. If you do not already have it installed on your computer, you can download the free Adobe Reader at https://get.adobe.com/reader/.

If you would like to utilize the Web Client Organizer in lieu of a paper version and meet all the system requirements outlined above, or would like to learn more about it, please contact Lori Sharp at 575-528-6700 or lori@bmc-cpa.com.

BMC's Podcast "We Are Money"

  • #013 - A Singularity Down the Left Field Line

    In this episode, the We Are Money podcast rips a Singularity down the left field line. Our guest is renown speaker, economist, and futurist, Dr. Lowell Catlett.  We talk about predictions, the future, and the evolving economy. We also discuss Hollywood smells, baseball, and deducting unreimbursed employee expenses. 

  • #012 - Techno or Tech Yes!

    In this episode, our guest, Joe Villanueva, from Integra IT discusses consulting on IT and project efficiency matters. We also venture into the world of hit batters, Zillow, soda taxes, and Disney characters.

  • #011 - This Politics Me Off

    As we venture closer to election time, the We Are Money podcast, with our special guest Alice Lara from Copper State Consulting Group, delves into the world of politics…and money. We discuss the role of lobbyist and dark money in our political process, propose some Olympic modifications, and ride along with Zorro, …who apparently is not a fighting chicken at all. Enjoy!

  • #010 - Crowd “Pun”-Ding

    As we hang our 10th podcast, we surf through crowd funding and its tax and legal aspects.  We analyze the current Pokemon-Go craze, discuss capital investment in the movies, and otherwise have a “pun”-derful time. Enjoy!

  • #009 - Not Talkin’ ‘Bout Rich, I’m Talkin’ ‘Bout Wealth

    After a return from our tax season hiatus, we explore the difference between being rich and being wealthy and how people can increase their wealth. We discuss tips on protecting your assets, do a little mad-libbing, analyze the wealthiest superheroes, and … blow Brad’s mind.

  • #008 - The Ocho Supremacy

    In this episode we provide you with an “Artesian well” amount of information flowing from our very special guest, Van Bullock. We discuss real estate, valuations, the Supreme Court, Jason Bourne, and certain bodily noises.

  • #007 - I Spence Yo Money!

    In this installment of the We Are Money podcast, Eric Walton of Spence Asset Management is our special guest. We discuss investing, stock markets, the role of investment advisors, copyrights and whether Clark Kent has a tax filing requirement.

  • #006 - The Code Awakens

    Episode 6 - The Code Awakens. A long time ago, in an accounting firm far, far away … (but not too far!).  We begin our Star Wars Special journey with a discussion of the 2015 tax extenders passed by the Galactic Congress as old provisions are made new again..and again…and again. We learn of the potential disinheritance of Kylo Ren and contemplate the First Order’s ability to qualify for green energy tax incentives.

  • #005 - Holly Daze and Nights

    In this holiday edition of the We Are Money podcast, we discuss non-profits, charitable giving, Santa, holiday movies, and gift baskets with firearms. 

  • #004 - Revenge of the Auditor

    Our special guest this week is Beasley, Mitchell & Co auditor Dahlia Garcia.  We venture into the depths of audits, controlled substances, a beard tax, and tax issues with the flux capacitor.

Recent Posts

  • Emerging Leadership Academy Thursday, 15 June 2017

    We are proud to announce Christopher Salcido, CPA, has recently graduated from Upstream Academy’s Emerging Leaders Academy. This three-year leadership development program is a course for firm members who show outstanding promise as future firm leaders. As part of the program, Christopher completed yearly goals, attended Leadership conferences, and tackled a challenging yearly project. Congratulations Christopher!

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  • Supporting The Bridge of Southern New Mexico Friday, 3 February 2017

    BMC is a proud supporter of The Bridge of Southern New Mexico, a non-profit organization that helps our community’s young people ‘bridge the gap’ between education and career readiness. The Bridge of Southern New Mexico Private Sector Partners: Advanced Care HospitalAdventure TravelAllen TheatersBeasley, Mitchell, & Co. LLCBill & Renee Cupit Fund/Southern New Mexico Community FoundationThe Borderplex AllianceCentury LinkCitizens Bank of Las CrucesComcastDekker/Perich/SabatiniDigital...

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  • NMSU Estate Planning Conference for Women celebrates 10 years Friday, 3 February 2017

        Christine Wright CPA was a featured speaker at NMSU's Women's Estate Planning Conference on February 1, 2017.   Below is an article written by Amanda Bradford on 1/26/2017: Women control more than half the personal wealth in the United States – more than $14 trillion, according to a recent study by the Bank of Montreal’s Wealth Institute – and that number is expected to rise to more than $20 trillion over the next three years. While estate planning is important for everyone, regardless of the...

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  • 10th Annual Women's Estate Planning Conference 2017 Wednesday, 25 January 2017

    Christine E. Wright, CPA is a featured speaker at the NMSU 10th Annual Women’s Estate Planning Conference to discuss “Income Taxes in Estate Planning”   By invitation only, a two day workshop led by prominent financial leaders, geared to empower women with the important fundamentals of financial and estate planning. Topics of Estate Planning include: Legal Aspects and Asset ProtectionIncome and Transfer Taxes, Charitable GivingElder Law, Life InsuranceAdministration of Estates and...

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