Accepting new client applications on a referral basis only.
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Tax Preparation, Planning and Consulting
High-net-worth Individuals, Family Businesses, Real Estate Investors
Client Document Portal ⇗
Securely upload your documents and access information from your preparer.
Notary services available to our clients and the general public.
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Thanks for your interest!
At this time, the firm is limiting new clients to a referral basis only.
Please provide us the following info and we will reach out to discuss your tax preparation needs.