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The mobile app is an extension of our Client Center. Using your tablet or mobile device, you can access your tax and accounting documents anytime, anywhere, when you are on the go. You can log into the mobile app with the same username and password that you use to login to our Client Login in the Client Center.

Our Blog

Thoughts Regarding Taxes as You Near Retirement

January 10, 2017

One of the biggest mistakes retirees make when calculating their living expenses is forgetting how big a bite state and federal taxes can take out of savings. And how you tap your accounts can...

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