Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our Website, you will see that not only have we highlighted background information on our firm (Firm Profile) and the services we provide (Client Services), but have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (Financial Tools). In addition, we have assembled several links to external Websites that we believe would be of interest to our clients and visitors (in our Links section).
Located below is our Tax Notebook - an electronic organizer that will enable you to compile your 2017 tax information using your computer, and submit it to us electronically using your user id and a unique password. For our existing clients, your 2016 data will be shown to serve as a reminder of prior year sources of income and expense. Please contact us if you desire to use Tax Notebook so that we may provide you with an access code.
Also located below is a link to a portal service we offer called File Share. File Share allows for sharing of files through the Internet using the highest level of data encryption security available. Please follow the instructions after you click on the File Share button to set up your account. While browsing through our Website, please feel free to contact us with any questions or comments you may have. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.