Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).
While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
New Information for 2020
The Tax Notebook Toolkit utilized in previous years is no longer supported and is discontinued for 2019 tax year onwards. The new online organizer, My1040Data Toolkit, has a new interface and allows users to electronically attach source documents including W2s, 1099s, and other year-end tax statements. My1040Data toolkit is a web-based Tax Organizer allowing you to conveniently use your home computer to provide us with your tax data. All you need is an Internet connection to submit your information via this secure, dependable online tool. When your online Tax Organizer is complete, you can print a copy of the Organizer for your own records, and then submit your tax data to us with just the click of a button. Your information is always secure and will not be seen by anyone but us. If you are interested in using My1040Data, please call us and we will forward you a User ID and password.