For years our Investment clients have asked us to help simplify their financial life, to streamline the coordination and communication between their advisor and tax preparer, and to give them one convenient location for all their financial needs. We listened. In 2015 we began offering individual tax preparation services. From simple to complex, we've got you covered! Big picture is our specialty. Our years of investment management experience, coupled with our tax preparation expertise means we see more than
Our tax team, headed up by Certified Public Accountant (CPA), Rick Martin and our Tax Preparers, Trish Vigansky and Lisa Hammett , have the knowledge and experience you need to assist you with:
Our goal is to be by your side your entire financial life. We know your time is valuable. That's why we put comprehensive tax prep, retirement planning, investment management and insurance all under one roof.