Welcome to our Website. Our dedication to quality client service has brought us to the Internet as we endeavor to provide the highest quality professional service and guidance.

We've designed this Website for you as a "one-stop shop" for many of your immediate financial questions and concerns. Our Website features the following pages, developed to keep you up-to-date and informed:

FIRM PROFILE- Visit this page to learn more about the firm's history, personnel & mission statement.

CLIENT SERVICES- Find out more about the wide range of services we offer and our various areas of expertise.

NEWSLETTER- Our online client newsletter is updated regularly and is an easy way to keep current on tax and financial matters.

FINANCIAL TOOLS- To refinance or not refinance? When can I retire? How much can I afford? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators & tools.

LINKS- There are several great Websites available - if you can find them! Use this page to Link to some useful sites that we've found, including the sites of several of our strategically aligned financial experts.

A website can only begin to tell you about our firm and the services we can provide for you. We would like the opportunity to meet you, so now that we are acquainted, let's get together.

In accordance with IRS Circular 230, Regulations Governing the Practice of Attorneys, Certified Public Accountants, Enrolled Agents, Enrolled Actuaries, and Appraisers before the Internal Revenue Service, the information on this website is not intended or written to be used as, and cannot be used as or considered to be a "covered opinion" or other written tax advice, and should not be relied on for the purpose of (1) avoiding tax-related penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any transaction or tax-related matter(s) addressed herein, for IRS audit, tax dispute or other purposes.

Combine your investment information from multiple accounts into a single location, and provide your tax professional access to your yearly gain/loss data for the preparation of your tax return.  Get accurate cost basis, capital gain tax lot data, and trade decision tools that maximize your after tax returns, providing better results for your investment portfolios.