Thank you for the opportunity to serve your tax and bookkeeping needs. We appreciate your business and the confidence you have placed in us. If you are interested in becoming a new client. Please contact us today to discuss your needs and allow us to discuss how we can help you.
For existing clients, we have implemented a new way to share documents using Secure File Pro. Your username and password should have been sent to you. Please contact us if you have any trouble logging in or if you have not received your login information. Click the box above to be directed to the Secure File Pro site. Please use the Secure File Pro client portal to send your documents and do not email anything with your social security number or other sensitive information.
Click on the links below to download important files.
2019 Client Letter
Information for Clients
2018 Tax Organizer
Due Diligence Questionnaire