PERSONAL WEBPAGE (coming soon!):
eMoney is a Web-based tool that consolidates all your financial holdings in one place and in real-time; it also stores important documents, such as wills, trusts, and tax returns, and produces online financial reports. eMoney provides the comprehensive financial overview that allows us to advise properly, strategically, and personally.
ACCOUNTING:
QuickBooks Online is an easy-to-use bookkeeping program that allows individuals to create household budgets, track income and expenses, and create useful reports, so you can monitor spending and savings, and organize year-end tax data. This online tool allows you to work closely with us from any location.
TAX PORTAL (coming soon!):
1040 tax portal is a secure portal that allows clients to view an electronic read only copy of their tax returns. It also provides a Web organizer that helps clients organize their 1040 tax information. The portal offers immediate access and printing capabilities 24/7. We will have this tool available soon! |
|
|
