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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 firstname.lastname@example.org exclusively this tax season and beyond. If you have any other email address for Joe please update immediately because messages sent elsewhere will not be received.
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