Please use the following link to securely upload "Tax Documents". All Investment related information should be sent thru the client portal in "Advice Works" at Cetera Financial Specialists.
Client File DropOperational Update on business hours and appointments as of December 30, 2020.
Our office is currently operating but the doors are closed for safety purposes.
- We are accepting appointments by advance notice.
- We respectfully ask that anyone entering the building wear a mask. For your protection as well as ours.
- We will try to respect all social distancing guidelines. Please call us from the parking lot when you arrive, and one of the CPA's will come outside to let you into the building.
- Please be patient when someone leaves the building prior to your meeting. We ask that you allow us some time to wipe down all desks, chairs and surfaces that staff or clients may have contacted.
If you have tax return information or papers to drop off, please use the drop off slot to the left of the front door. If you are picking up a tax return or other paperwork, please call us from the parking lot. we will let you know which door to enter to safely pick up your returns. Signed paperwork or E-file forms can be put in the drop off slot or mailed back to us for processing.
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 December 30, 2020
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.
Our current office hours are as follows:
Monday thru Friday 8:00 am thru 4:00 pm.
If you are unable to pick up information in that time frame, please call the office and arrangements can be made to pick up returns at another convenient time.We thank you for your understanding.
God Bless and stay safe everyone.
Chris Pakos and Staff