TAX SEASON 2021
Given the current trajectory of the Pandemic, we will continue to leverage technology to "meet" with our clients and exchange information. As much as we all enjoy the personal aspect of a face to face meeting, it is prudent for everyone's safety to utilize technology to interact with one another.
We realize that this approach is new to some of you and can be overwhelming. However, our entire staff is completely committed to ensuring that you continue to receive the superior level of service that you have come to expect from the firm. We are here to support you every step of the way! Should you not have the resources to exchange information electronically, please mail your documents to us.
Our firm has the reputation for providing a high level of personal service.Firm Profile
An important component of our service to individuals is financial planning.Annual Individual Service Package
Find out how long you should keep your financial records.FAQ- Record Retention Guide