Client Services

Secure Links:

Document Management:

  • The following links will assist you in learning how to use your secure portal. The "Document Presentation Files" are those documents we have uploaded for you permanently such as your prior year tax returns or copies of your organizers. "File Exchange" is the area on your portal where you can send us files or we send files to you.

  • Click Here - Viewing Document Presentation Files
  • Click Here - Viewing and Downloading Files from File Exchange
  • Click Here - Uploading Files to File Exchange

    These videos will begin automatically. Use the control toolbar at the bottom of the screen to play, pause, rewind, or fast forward while viewing the video.



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Our Mission

We are dedicated to the success of our clients and we serve them serve them with integrity and responsibility.

We provide personalized services and solutions to fulfill our clients' needs.

We work directly with our clients, and earn their respect by our performance and commitment.

We Deliver Quality.