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Insights & Resources Menu

  • Insights
  • Resources
  • QuickBooks
  • Alerts
  • Multimedia

Individual Tax

  • Form 709 Organizer
    September 30, 2015
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Wealth Management

  • International Travel - Risk management planning checklist
    November 7, 2016
    Read more
  • Bove & Langa Personal Inventory Form
    September 30, 2015
    Read more
  • Household and Personal Items Addendum Form
    September 30, 2015
    Read more

Wealth Management Client Portal User Guides

  • Spending and Budgeting module user guide
    July 10, 2017
    Read more
  • Wealth management client portal overview
    July 10, 2017
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  • Instructions for Adding Accounts to your Portal
    July 1, 2017
    Read more
  • Creating a Bookmark on an iPhone
    June 27, 2017
    Read more
  • Creating a Bookmark on an HTC Android Device
    June 27, 2017
    Read more
  • Creating a Bookmark on a Samsung Android Device
    June 27, 2017
    Read more

Trusts & Estates

  • Checklist for Trust Income Tax Returns
    September 30, 2015
    Read more
  • Checklist for Estate Income Tax Returns
    September 30, 2015
    Read more

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Secure Client Portal Login

Your Client Portal is a secure, encrypted electronic filing cabinet that has copies of your tax returns and other important documents we have on file for you. In addition, you can upload documents with sensitive information to your portal for us to download.

CPA Clients / Tax Returns

Secure Login

If you are a current client and would like to request a password, click here.

WEALTH MANAGEMENT CLIENTS

Secure Login

If you are a current client and would like to request a password, click here.

  • Home
  • About
    • Ethics and Philosophy
    • Affiliations
    • Reasons to Hire Us
  • Services
  • Team
  • Insights & Resources
    • Insights
    • Resources
    • QuickBooks
    • Alerts
    • Multimedia
  • Contact

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