Our work is based on relationships with our clients and their other advisers.

The most important part of our work is for our clients to have a great experience.  This includes the coordination of tax, legal and financial advice among other things.

We have invested in State of the Art technology to help collaborate and provide outstanding service. From helping clients with Affordable Care Act requirements to advanced estate planning reports we can we can provide a great experience with professionals like you.

Please view the video to see what our software can do. 

And, if you work with businesses, we have an affordable HRIS system (Benefits System) that comes with HR360 an award winning HR Library. (They can be separated to suit your clients needs)

Please view the video for a quick overview.

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Call us at 1-513-673-8622

-Helping you bring more value and revenue to your practice through our partnerships, affiliates and technology platforms--