Resources
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Client
Portal
Log into my secure, password-protected Client Portal to store and access your important financial documents from anywhere at any time.
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)
To start using the client portal please log in above or register here.
To send a file without creating an account use the SecureSend page.
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SecureSend
Quickly send me a secure message with an attachment.
Securely Send Us a File Launch
Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete.
Alternatively, you may also login to our Secure Client Portal to send us a file. If you do not currently have a Portal Account, you may register for one here.
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Financial
Calculators
Please try my wide variety of interactive financial calculators.
Please try my wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.
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Newsletter
Our regularly updated newsletter provides timely articles to help you achieve your financial goals.
February 2023
Feature Articles
- Do You Need To File a 2022 Tax Return?
- Taxable vs. Nontaxable Income
- Tax Breaks for Older Adults and Retirees
- What Is a Designated Roth Account?
- Small Business: Deducting Startup Costs
Tax Tips
- What Is the Saver's Credit?
- Unemployment Tax Break Refunds Issued for 2020
- Standard vs. Itemized Deductions
- What Businesses Need To Know About the Excise Tax
- How Filing Status Affects Your Tax Return
Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.
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Financial
Guides
Practical, unbiased information to help you reach your financial goals.
Click on any of the categories listed below to find practical, unbiased information to help you reach your financial goals.
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Free Tax
Organizer
Don't miss any important deductions! Help us uncover hidden tax deductions by filling out this form.
Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.
Please complete the following steps to take advantage of this tax organizer.
View Tax Organizer
1. Click on the "View Tax Organizer" button below to bring up the organizer in a new window.
2. Print the organizer by clicking on the printer icon on the top of the screen.
3. Fill out all the information you can.
4. Call us and schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.ou will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
Please contact us at the office any time if you have questions.
