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Office Updates

2021 Summer Office Hours: Starting on Tuesday, June 1st, 2021 "Summer Hours" will begin. Our office will be open Monday-Thursday, 9:00 A.M to 5:00 P.M. and Fridays 9 A.M to 1:00 P.M  *** PLEASE NOTE the office will be closed on the following Fridays: July 2nd, July 30th, August 20th, and September 3rd.

Covid-19 & Office Procedure moving forward: The office is in full compliance with the CDC guidelines, as more information becomes available regarding vaccines and mandates. In these ever-changing and uncertain times, we request that while in the waiting area upstairs or downstairs, please keep your mask on. When called in for your appointment, you may do whatever you are comfortable with. It is the firm's top priority in keeping our clients, staff, and community safe.

Client Portal & Data Exchange: We urge that you use our online portal, SmartVault, to upload all documents and information. Please provide the office with an email address, if you have not done so already. You will receive an activation email from Once you activate your account, you can access it anytime on the firm’s website under the client portal link. Our office staff is happy to assist you in setting up your portal.

You may still send in any documentation to us directly using regular mail, FedEx, fax, or drop-box located outside before you enter the parking lot. Electronic copies of your tax return will be available to you through your SmartVault portal. Paper copies are available upon request.

We respectfully request that consideration is taken for all of the members of our community to keep us safe. Please know that our thoughts are with all who have been affected by the coronavirus outbreak and we send you and your families our very best wishes and continued good health.