Client Center
Informational Updates
Below is a link to our Informational Updates playlist on our YouTube channel.
Informational Updates - YouTube Playlist
This playlist will include videos for updates relating to taxes, accounting, and the financial markets.
Liscio's Secure Tax Platform
Below is a link that will bring you to our Liscio playlist on our YouTube channel, and another that will show you how to access Liscio directly from our website if you already have a Liscio account.
Liscio - YouTube Playlist
If you do not have a Liscio account and would like to give it a try, you can call Kevin Cunningham from our office to set up your account at (315)215-6148.
QuickBooks Online
A playlist to assist with QuickBooks Online, how to make an online payment with QuickBooks
QuickBooks - YouTube Playlist
Wealth Management:
Tax & Accounting:
By clicking this link, you will be leaving the advisor's supervised wealth management website and entering a site used for services provided through the advisor's separate tax and accounting business. Such services are not securities or advisory services and are not reviewed, supervised, or offered through Kestra Investment Services, LLC or Kestra Advisory Services, LLC.