We take the protection of your information very seriously. We provide EXISTING clients with a secure portal, through a partnership with SmartVault for document storage and secure file sharing.
Your private 'vault' in the Client Portal provides the following benefits:
* Enjoy access to your files any time via the Internet or your Web-enabled mobile device (Android, iPhone, iPad, etc.) Your data is at your fingertips 24/7.
* Relax knowing your data is always backed up.
* Feel confident that your data is always secure. Exchanging files using a client portal is far more secure than sending email attachments. More information about this secure platform is available at SmartVault Security.
The Client Portal is also very easy to use. If you can click a link in an email, you can access your files. It's really that easy.
For a quick tour of the Client Portal, click here: Client Portal Orientation
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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