Client and Community

Resources

Resources and tools for our community and clients

Client Portal

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time. Whether you’re at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

SafeSend

Use our convenient SafeSend link to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete. 

Community Businesses

Our Community

Stephen T. Allen, Esq.
Real Estate transaction attorney (508) 969-9988

Fieldbrook Solutions, LLC
For all of your IT support and security needs (508)231-0931

George R. Lonergan Constructions, Inc.
For all your needs, big or small. Lonergan Construction does it all. (508)875-0052

Perugi Design
WordPress Web Design and Website Maintenance (617)365-3418

Aflac
Supplemental health and medical insurances (508)395-7429

David Click, Attorney at Law
Civil and Criminal Litigation (774)249-0744

 

 

Contact Us

508-651-1040

Framingham Office

Contact us with any questions by phone, email, or stop into our downtown Framingham, MA offices. 

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