Please use the following link to securely upload "Tax Documents." All Investment related information should be sent through the client portal in "Advice Works" at Cetera Financial Specialists.
Client File DropOperational Update - As of January 1, 2023
Effective January 1st thru April 15th, 2023 our office hours have changed. The new hours will be as follows:
Mondays & Wednesdays 8:00 am until 6:00 pm.
Tuesdays, Thursdays and Fridays 8:00 am until 5:00 pm.
Saturdays 8:00 am until Noon.
- The new office building has a drive thru window for dropping off tax returns and tax related info. The drive thru window is open during normal business hours.
- There is a secure drop off slot available for clients who wish to drop off information after normal business hours. The drop off slot is located next to the drive thru window.
- The main entrance for clients is located in the front off the building located off of Route 981.
- The new location is approximately 1/3 of a mile south from our old location next to the AutoZone.
After April 15th normal office hours will resume which are Monday thru Friday 8:00 am thru 4:00 pm.
CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.
If you have questions on your returns, please call the office and one of the CPA's will gladly review your information over the phone with you or a meeting can be set up at one of the above listed time slots.
Operational Update on business hours and appointments as of January 1, 2023
Chris is conducting phone and ZOOM virtual meetings with clients on their investments. If you would like to set up a ZOOM meeting, please call the office to set up a time.
Jason Parquette, CPA and Nick Shaffer, CPA are conducting tax meetings by appointment only. No walk-in meetings will be accepted.
Please call the office at 724-537-6010 if you need to schedule a meeting.