Choosing a tax preparer is a crucial and very personal decision that should be made with a great deal of care. After all, this is someone to whom you are entrusting your personal and financial information. You should feel confident that your information will be kept confidential and know that your best interests are secure – today, tomorrow and in the future. Clients are encouraged to call with questions throughout the year as they experience changes in their financial or family situations.
- Clients can exchange documents through the secure portal of this website.