Welcome to our website!

Treasury Secretary Steven Mnuchin announced today that the IRS will move the tax filing deadline to July 15th from April 15th.

The IRS encourages all taxpayers who may have tax refunds to file now to get your money.

Due to the current situation and the implementation of social distancing, we are cancelling all appointments for the remainder of the tax filing season. Alternative methods can be used to send us your information.

We have a secure portal for those that have the capability to upload their information. Call our office for a link to the portal.

Drop off your information in the entryway of our office, it will be picked up immediately during office hours. Drop in the mail slot on door after hours.

Our team is dedicated to serving our loyal customers and community during this unprecedented period of time.

Due to the uncertainty of the situation, please call the office for our hours

If you need to reach LPL Financial regarding an investment account please email Michael Kusay at Michael.Kusay @lpl.com.

You can contact the LPL home office at 800-558-7567.

Please do not contact the LPL Home office regarding anything tax related.  LPL is only able to  service clients of Michael’s regarding their investment accounts.  You must have your account number available for them to help you with your investment needs.

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.