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Digital Tax Preparation to an Exclusive Clientele

Digital Tax Preparation to an Exclusive Clientele

Digital Tax Preparation to an Exclusive ClienteleDigital Tax Preparation to an Exclusive ClienteleDigital Tax Preparation to an Exclusive Clientele

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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