Your New Client Portals
Great news for clients; we've upgraded our client portals. Click on the button to the left to launch the new SmartVault Client Portals.
Our Old Client Portal
Click on the right to access our old client portals. Please note that these portals will be discontinued as of February 28, 2017, and we ask that you register and use the new, improved SmartVault as soon as possible.
Our "Secret Sauce"
We sit with you. We care. We listen. We're flexible to your needs.
In an age where companies try desperately NOT to talk to you when you call, we answer the phone. We like when clients call us with their questions. We enjoy sitting with clients, and we feel a duty to make sure all of their tax, financial, and planning needs are met.
If we prepare your tax return, we'll sit with you through the interview process, or give you a tax organizer suitable for dropping off, your choice. Our accounting services are extremely flexible, because no two clients are exactly alike. Our wealth management advice is derived directly from listening to your needs. The bottom line to all of our services is that you're the boss, and we're here to help.
It may be a bit old-fashioned, but it's the way we've done it since 1986.
If you're interested, we'd certainly like to hear from you. Please feel free to call during normal business hours, or e-mail us any time. See our contact information below.