Client Portal

Providing Resources
To Guide Financial Success

A Resource For You

Read through our list of resources to help you get a handle on your financial planning, account needs, and steps toward a future of financial success.

How to Hire the Right People For Your Company

How to Hire the Right People For Your CompanyOur number one challenge as a firm is people. We have no shortage of work from new and existing clients. However, hiring qualified people who fit our culture is a challenge. We’ve learned the hard way that there are no...

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Strategies to Save Taxes for Dental Practice Owners

Strategies to Save Taxes for Dental Practice OwnersAs with all tax strategies, there are several conditions and caveats. We will make sure these strategies are implemented correctly so that they are audit-proof. Here is a sampling of the strategies that we can put...

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Be Proactive and Get Out from Under your College Debt

Be Proactive and Get Out from Under your College DebtStudent loans are mentioned in the news daily, but like much of 2020 and 2021, the abundance of the information simply leaves us with more questions. Now is the time to have a conversation with your tax advisor...

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