Tax Alerts
Tax Briefing(s)

Welcome and thank you for visiting our site. In addition to providing you with a profile of our firm and the services we provide, this site has been designed to be a helpful resource tool to you, our valued clients and visitors.  We endeavor to always provide the highest quality professional service and guidance.

As you browse through our site, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather links to external sites that we feel would be of interest to our clients and visitors (in our Internet Links section).

While browsing, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Client Portal

   Security of your data is vital to our firm. With ShareFile, we have a portal that provides  industry-leading security standards when sharing confidential files.   To access our secure,   client portal, click on the link above.

My 1040 Data

My1040Data is an online alternative to the traditional paper Organizer.  It replaces Tax Notebook.