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Client Portal

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Our processes and technology solutions provide more efficient and cost-effective service delivery to our clients.

欧洲杯猜球网址 is pleased to offer a page dedicated to client resources and links.

You can count on us to share our insights on the issues that matter to you and your business. As one of the region’s leading CPA advisory firms, we leverage our knowledge and resources to create value for our clients.

As we continue to grow, we are pleased to welcome clients from recent mergers.

Our firm is poised to work with your current engagement team and provide our hallmark award winning service.

Welcome!

Creese, Smith, Hune & Co - November 1, 2023
Cappelletti, Pinter & Company, P.C. – January 1, 2022
The LaMastra Group, P.C. – January 1, 2022
Tubiello-Harr & Associates, LLC - October 2, 2021
Mosteller and Associates - July 1, 2021

Resources

Educational Resources

We're committed to staying on the cutting edge of financial, regulatory, and business developments by providing a wide range of thought leadership.

欧洲杯猜球网址 Insights

7216 Consent Form

We place a high value on your privacy and the security of your personal information. There are current federal regulations in place to ensure that all tax preparers handle their clients' information with care. Read more about 7216 Consent Forms and how they apply to you.

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Tamarac Portal

欧洲杯猜球网址 Financial Group clients can access Tamarac which is designed to assist in managing client portfolios, providing performance reporting, and streamlining varies aspects of investment management.

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