This is how it all started. The moment my emotions that kept driving me towards helping people navigate the complex world of finance culminated and this firm began to emerge and take form. I would then strive to build a next generation accounting, tax and wealth management firm that is based on focused intention and unmitigated entrepreneurial spirit.
Proper balance creates a team approach where pride in work results and clients love what the team does for them. Clients desire an organized structure within which to interact with their advisor. This structure is achieved with procedures and technology that integrate with the firm's organizational workflow. Leadership is at the forefront of the firm's vision for providing exceptional service to clients and a work environment where the team has fun doing the work and working with the clients.
Helping you navigate the complexities of your financial, tax, business and wealth accumulation challenges through open and education focused guidance tailored to your situation.
Proper balance creates a team approach where pride in work results and clients love what the team does for them. Clients desire an organized structure within which to interact with their advisor. This structure is achieved with procedures and technology that integrate with the firm's organizational workflow. Leadership is at the forefront of the firm's vision for providing exceptional service to clients and a work environment where the team has fun doing the work and working with the clients.
Helping you navigate the complexities of your financial, tax, business and wealth accumulation challenges through open and education focused guidance tailored to your situation.
Services
Perhaps you're an individual planning for retirement or a business owner deciding how to transfer wealth to the next generation.
No matter what your financial needs and goals are, I specialize in developing sophisticated strategies, plans and portfolios designed to help enhance your net worth and quality of life.
No matter what your financial needs and goals are, I specialize in developing sophisticated strategies, plans and portfolios designed to help enhance your net worth and quality of life.
Today these portal solutions offer tremendous ease with implementation in our public accounting practices due to subscription based licensing and instant Internet access to the platform by the firm and the client.
Use of an Internet portal significantly increases the efficiency and security of interactions with clients in exchanging information and documents while providing the firm with a competitive advantage to other firms.
Our profession is riddled with looming deadlines that must be met without fail.
Use of an Internet portal significantly increases the efficiency and security of interactions with clients in exchanging information and documents while providing the firm with a competitive advantage to other firms.
Our profession is riddled with looming deadlines that must be met without fail.
The Resources area provides tools to assist you in organizing your financial, business and tax related information.
These tools are for your convenience and help us to ensure we provide the best service possible in working with you.
I am pleased to introduce the proprietary REB Custom Information Request (CIR) for the 2018 tax reporting season which will provide you with a personalized checklist of the items required to complete your tax reporting.
The CIR is based upon your tax profile from the previous tax year.
These tools are for your convenience and help us to ensure we provide the best service possible in working with you.
I am pleased to introduce the proprietary REB Custom Information Request (CIR) for the 2018 tax reporting season which will provide you with a personalized checklist of the items required to complete your tax reporting.
The CIR is based upon your tax profile from the previous tax year.
Secure access to the Client Center is offered to clients to provide an efficient, convenient and secure way to exchange documents.
This secure technology is provided by our trusted technology partner, Thomson Reuters.
Files residing on our cloud server are encrypted using AES 256-bit encryption, a Federal Information Processing Standards (FIPS) encryption algorithm.
SSAE 16 Type II accredited or ISO 27001 certified datacenters are used to host the SaaS application and metadata.
All files are stored in SSAE 16 Type II (SOC1), SOC2 and ISO 27001 accredited datacenters with high availability and durability ratings.
This secure technology is provided by our trusted technology partner, Thomson Reuters.
Files residing on our cloud server are encrypted using AES 256-bit encryption, a Federal Information Processing Standards (FIPS) encryption algorithm.
SSAE 16 Type II accredited or ISO 27001 certified datacenters are used to host the SaaS application and metadata.
All files are stored in SSAE 16 Type II (SOC1), SOC2 and ISO 27001 accredited datacenters with high availability and durability ratings.
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