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Our office is open Monday through Friday 9 am to 5:30 pm and drop box located inside our front door is accessible 7 days a week 9am to 6:30pm. We are currently limiting in person contact and accepting your tax information by mail, drop-off, fax, secure upload, or email for preparation of tax returns.  We will not be meeting with clients in person but available by phone and video conference.  Exceptions may be made on an “as needed basis” but meetings will be brief and masks and safety precautions required. If you need to see us in person, please call ahead.  

For the safety of our clients and employees, we encourage all clients to drop off / fax / upload tax information using the "Upload Documents" button on this website.  It would help us very much if you would gather all your tax documents and deliver them to us all at one time 5 days prior to your scheduled meeting.   DROP OFF / MAIL IN DOCUMENTS PREFERRED.

For our investment clients, our team is in the office monitoring your investment accounts, and we are always here for your questions and immediate needs.

We may be reached by phone / text at 401-789-1040 with any questions.

Please note that Joe will use his exclusivly this tax season and beyond and will no longer receive messages sent elsewhere. If you have any other email address for him please update immediately.

Thank you we look forward to seeing you soon!


Tax Planning, Investments, Insurance & Financial Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.



Text the word ACCEPT to 401-789-1040 and you will receive a quick reply.

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