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Thank you for visiting our Website. Our dedication to quality client service has brought us to the Internet as we endeavor to provide the highest quality professional service and guidance.

FIRM PROFILE - Visit this page to learn more about the firm's history, personnel & mission statement.

CLIENT SERVICES - Find out more about the wide range of services we offer and our various areas of expertise.

NEWSLETTER - Our online client newsletter is updated constantly and is an easy way to keep current on tax and financial matters.

FINANCIAL TOOLS - To refinance or not refinance? When can I retire? How much can I afford? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators & tools.

LINKS - There are a lot of great Websites out there - if you can find them! Use this page to Link to some useful sites that we've found.

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GainsKeeper provides you the ability to aggregate your investments from multiple accounts into a single location.  From there, cost basis is automatically tracked and adjusted for corporate actions (splits, mergers, etc) as well as wash sales.  Provides full capital gain calculations for the Schedule D, as well as tax-smart trade advice and asset allocation. 

GainsKeeper arms you with accurate cost basis, capital gain tax lot data, and trade decision tools that maximize after tax returns - powering better results for your investment portfolios.  Also, you can provide your tax professional the ability to access your yearly gain/loss data to help in preparation of your tax return.



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