Our Online Office brings tax preparation & financial services directly into your home or business enabling you to more actively participate in these matters.

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You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or other matters.

Stay Alert to tax and financial news by subscribing and reviewing the client newsletter.

Review Tax and  Topics and other topics Of Interest in the Additional Pages section of our site

We can help clients in any state.

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

We will work with you any way that suits you.  First, we can meet with you one on one to plan and execute the preparation and efiling of your taxes .  We are also able to use a program called TaxesToGo, which employs your smartphone and our technology to create and efile your tax return...you supply the information with your smartphone and we do everything else. We can also use our websites' bank quality encryption to transmit documents back and forth. We can communicate using technology like Zoom, or something similar, to get evertything done for you.

Our wish is to do it the way that is most comfortable for you whether it be one of the options above or a combination.

We can also work with you to manage risk with insurance products like life insurance and annuities.

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