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Meet the Staff

Our Services:
Financial Counseling
Tax Planning
Payroll Service

Tax Due Dates
NC ESC for Businesses
New Hire Forms and W9
EFTPS link
IRS Forms
Where's My Refund?

What's for Clients Only
Records Retention
Business Tips
Request Information


What's for Clients Only

With your own user id, here's what will be available to you, as our client, on our website:For Mangum & Associates Clients Only, Shelby, NC

  • Calculator Library . . . You'll have access to online calculators that include calculating  Sales Volume Breakeven Analysis, Home Refinance or Breakeven calculator, and Amortizing Loan Calculator.  Other calculators will determine if your retirement plan is on track, estimate your Social Security benefits, determine if a Roth IRA or Traditional IRA is right for you,  determine if you should lease or buy an automobile, fine tune your college savings plan, or see how much you need in life insurance.

  • Secure File Transfer. . . . You'll be able to transfer your computer files to our office, and receive files, including ad-hoc financial statements and copies of tax return, when needed.

  • End of Month Software procedures . . . We will make sure you know exactly how to transfer files to our office, including when to perform backups or other month-end administration.

  • Software . . . For clients using our proprietary software, we provide software downloads and updates. Software training is also available.

  • Documents . . . You'll have access to certain documents that we make available to all our clients, such as a sample expense report. Additionally, we will provide, as needed, documents addressing your specific needs.

    Send us an e-mail TODAY for your own user id and password!

    Please request the user id and password only via e-mail to info@mangum-associates.com


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    Office Hours: Mon.-Thurs. 8:30am-5:00pm and Friday closed

    Mangum & Associates, Inc.
    209-A Patton Drive , Shelby, NC 28150
    Phone: (704) 487-9666   /   Fax: 704-487-5146