The Help You Need, the Service You Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Our Office Safety Practices during Coronavirus

The health and safety of our clients and our team is our top priority. To minimize the risk of transmission, we are observing the following safety practices during tax season:

Appointments are by telephone or video conference. We will be happy to schedule an appointment at your convenience.

We can only allow one client in our waiting room at a time to comply with social distancing. If you come to the office to drop off or pick up documents, please call us from your car when you are in the parking lot. DO NOT come into the waiting room until we notify you to do so. We will do our best to keep your wait as short as possible.

All visitors must wear a mask inside the building. If you don't have a mask with you, please ask the front desk staff for a disposable mask when you come in. We also encourage you to use our new hands-free hand sanitizer station as soon as you come in. 

For delivering and receiving documents, we encourage you to use fax, email, or our secure client portal. If you do not already have a portal account, ask us to help you create one. We can deliver most documents to you electronically, as well.

If you prefer, you can still send your documents by US Mail, or drop them off in person at our office, following the waiting room policies above. You can also use the after hours locked drop box to the left of the front door.

We can deliver most documents to you electronically via the portal, or via email as encrypted PDF documents.

We apologize for any inconvenience from these policies; however, we are committed to serving our clients with care, and we are confident we are taking precautionary measures to promote the health and safety of our staff and clients. Please call us at (401) 738-2900 if you have any questions.

Updated 01/22/2021



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"Your firm has done much more for us than put the numbers in order; you have eased our minds for the future and allowed us to gear ourselves to thrive in the upcoming years. We feel comfortable asking questions, we truly believe that you want us to succeed, and we can focus on our business because of that."

"Many thanks for all the fine work you did on my tax returns. I am very grateful."

"Now that the dust has settled with the sale of my business, I wanted to take a minute to truly THANK YOU. You cared beyond what is required, and I will not forget that. Of all the business relationships that I have built, I am so fortunate to have you in my corner."

"Neil and his firm have been instrumental in helping several of my clients get their financial house in order. He is a consummate professional and an asset to the lending community."