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We offer special support to financial advisors would like to offer
tax services to their clients.You, as a financial advisor or
planner, need to control the tax outcome of your advice. If it could
be done
simply, wouldn't you rather be your client's tax preparer.
We go to work with you, not against you, to assist you with
meeting your client's financial goals.
Call us to learn how use our specially designed, secure website
technology to prepare your clients income tax returns and prepare
"what-if" forecasts. You can always look like the tax expert,
with us backing you up!
We also offer special technology and support to other CPAs,
financial professionals, attorneys and physicians through special
technology that we have helped to develop.
My Client Vault™ uses state-of-the art internet applications to
create a secure environment for CPAs and other professionals to
exchange files and data of any type.
My Client Vault™ was created out of the frustration by constant
client requests for copies of tax returns and other documents to
share with banks, mortgage companies, insurance companies
and attorneys. Since email is an inherently insecure method of data
transfer, we needed a secure but self-service way to share data with
clients and anyone they choose.
http://www.jthicksandcompany.com
J.T. Hicks & Company, P.A.
470 Main Street
Brewer, ME 04412
Maine : Financial Advisor in Brewer :
Financial Advisor in Portland :Financial Advisor in Waterville :
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