HAPPY SUMMER - DURING THE SUMMER MONTHS WE ARE OPENED BY APPOINTMENT ONLY AND APPOINTMENTS MUST BE MADE BY TEXTING OR CALLING JEANNE AT 401-739-7100.
ALL Appointments will be held at 2332 Post Road, Warwick, RI. Please bring necessary paperwork to appointment. For example, a Tax Preparation appointment will require all yearend paperwork, including bank forms and W2s. NEW CLIENTS: Please bring copies of the last two filed tax returns. If you sold, purchased, or refinanced real estate, please bring the closing settlement sheet(s) to your appointment.
Please agree to our privacy agreement online. As always we are here to assist you, please let us know if you have any questions. Referrals are always appreciated.
You will receive a text message reminder before your appointment