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To send us documents securely, please send us an email and we will reply with a link to our portal.

We encourage all clients to DROP OFF / MAIL your supporting documents when feasible, as uploading documents requires printing at our office. If our office is not too far out of your way, please consider using our drop off box and help us save trees. 

  • For our tax clients needing to securely upload annual tax information use the “Upload Documents” button on this website and follow three simple steps:
    1. Kindly gather all your tax documentation to submit at one time and 3 days prior to your scheduled meeting.
    2. Please label your documents using the following File Naming Convention:  TAX_Client Name_Document Type
    3. Do not send password protected files.
  • 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 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.

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.

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