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Resources

Client Portal Help
Simple login and use instructions for sending your tax documents to use electronically in a secure environment.
 
New Client Information
After you initial consultation with our firm, if you decide to become a client, please fill out this form so we may create your account with the necessary contact information.
COVID-19 Resources for Taxpayers
Tax and business-related resources available to assist individual taxpayers and small business owners during the coronavirus pandemic.
 
Tax Organizers
Blank Tax Organizers for each entity for the current tax year. Please use as a guide for which documents we will need for tax preparation purposes.
Engagement Letters
Current and Prior year engagement letters for live esignature. We require an engagement letter to be signed before commencing work.
 
Newsletter
Our regularly updated newsletter provides timely articles to help you achieve your financial goals.
Calculators
Try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.
 
Life Events
Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.
Financial Guides
Practical, unbiased information to help you reach your financial goals.
   
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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