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Client Portal

For your own TAXES MADE SIMPLE online Client Portal, email us at with Taxes Made Simple in the subject line. Be sure to include your NAME and PHONE NUMBER.

Blank Client Forms:

2018 Tax Organizer

2019 W-4

Office in Home 8829 Form

Schedule C Form

Rental Income Schedule E Form

Farm Income Schedule F Form

Tax Integration

Tax Integration

Tax integration offers a clearer holistic view into your complete financial picture. Part of our expertise is capturing data that other financial advisors may not, based on key information gathered from your Form 1040.

Goals-Based Planning

Goals-Based Planning

Through a goals-based approach, we expand your thinking to all aspects of your financial life and create a plan to help you reach important milestones.

Smart Investing

Smart Investing

Most Advisors look at your finances the same way. By integrating taxes and financial planning, we are able to identify opportunities for smart investing.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  | (803) 276-4246