Please send us your tax documents no later than one week prior to your appointment.

There are 3 easy ways to get us your tax documents:

1 – Upload your tax documents into your OneDrive secure folder. Please request a link when you book your appointment.

2 – Place your tax documents in an envelope and drop them into the dropbox located on the east side of our building anytime.

3 – Mail copies of you documents to our office:

1701 Chili Ave

Rochester, NY 14624

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Tax Season

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Tax Preparation

You can rely on us to provide you with the highest level of service while taking care of all your tax needs. Our tax consultants put the full emphasis on you, our client, to get you your maximum tax return.

Investing

We believe that financial planning is a very personal process. This is why we take the time to get to know each and every one of our clients personally. Due to our dedication to our clients and our personal approach we are able to provide them with the highest level of financial planning and wealth management services.

Insurance

We provide Insurance solutions to individuals in the Rochester & Western New York area. We work with many of the largest Insurance providers in the industry to allow us to provide our clients with the right fit when it comes to their insurance needs.