Tax season can be overwhelming, especially when you consider all the paper and manual tasks involved. We’ve worked hard in our firm to go paperless—creating a digital filing system that puts clients’ documents at our fingertips…so when you ask, we can send needed files to you immediately.Working with electronic files is far more efficient, so this year we encourage you to provide your tax source documents to us within your client portal. In turn, we will also deliver your tax return in your portal—there for you to review and retrieve when it’s convenient for you, 24/7. By following a paperless tax process you can eliminate:Manually printing, collecting, and delivering your tax source documents.Scanning in and emailing sensitive data (it’s far more secure to exchange files via your client portal).Receiving a printed copy of your return to manually file.And all of this adds up to a speedier and more secure tax process!Join us this year on Team GREEN!
We provide you with a comprehensive library of financial calculators to help you successfully plan for future events. Interactive calculations and dynamic graphs are just a few features provided with our calculators to support thorough financial consulting and a sound decision-making process.
Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future. Use as many as you like!
Mortgage Calculator – Use this calculator to determine your monthly payment and amortization schedule.
Lease vs. Buy – Should you lease your next automobile or finance it? Find out with this calculator.
Retirement Planner – Quickly determine if your retirement plan is on track – and learn how to keep it there.