Life Events

Client Login

Client Portal
Our application that allows you to easily and securely transmit information across the Internet, by encrypting standards.
 
Tax Organizer
Don't miss any important deductions! Help us uncover hidden tax deductions by filling out this form.
 
Online Bill Pay
Provides Fast, Secure and Convenient online bill payment solutions which automates your business bill payment and invoicing processes.
Payment Request
Click here to make a payment for our firm invoices at this screen and complete your transaction using our online payment system.
 
Paycheck Records
Gain total control over your payroll by taking advantage of our affordable online payroll system.
Online Quickbooks
Automatically back up updated data and it's stored on firewall protected, redundant servers so your data is safe from hardware and software failures, hackers and viruses.
 
Employee Interview
Employees online access to their paystubs and W-2 information.
Business Formation
Your form of business determines which income tax return form you have to file. Legal and tax considerations enter into selecting a business structure.
 
Time Clock Approval
Time and attendance enables employees to track their own hours so they have an accurate expectation.
Employer Authorization
Gain total control over your payroll by taking advantage of our affordable online payroll system.
 
Financial Planning Analysis
You get guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.