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NEW Client Portal
We have now transitioned and switched clients portals. If you encounter any issues or can’t access the new portal, please contact customer service at 347-587-7950 for assistance.
CLIENT BILLING PORTAL
some of the companies we work with
We provide a customized one-stop-shop for all your individual finance and business needs. We have positioned our firm as a leader in the tax and accounting industry because we understand the need for proactive and purposeful client service in addition to providing knowledgeable individual finance, tax, and small business expertise.
Our firm provides services to clients nationwide and internationally. As a member, you are assigned a dedicated specialist based on your location and industry. Every client is given personal support from caring experts. You’ll have a dedicated team that knows you and your business to guide you every step of the way.