Serving Exclusive Investment Clientele
We serve the investment clients of select firms:
Argosy Financial - The Argus Group - Forum Wealth Management
The Digital Experience
- e-Questionnaire: Forget the long paper questionnaires, ours is quick and online
- Submit your tax documents electronically
- Review prepared taxes digitally
- E-Sign your tax returns for filing
- You can always give them to us the old-fashioned way as well!
Digital Document Retention
- Safe & Secure online client account. Allows you to store your returns and supporting documents in a safe, secure environment
Return Types
- Individuals: Individual in all situations
- Married Couples: Filing jointly? Separately? Not sure? We'll help you figure it out
- Self-Employed: Own a business, or paid as a contractor? We have your Schedule C needs covered
- Trusts/Estates