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Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address - make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of your signed document. Please keep a copy of the document for your records.


Employee Insurance Coverage Notices

  • Form 1 - For employers who offer a health plan to some or all employees.
  • Form 2 - For employers who do not offer a health plan.

Tax Guides


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Automotive Dealers

    Our firm has worked with many auto dealers to help them maximize cash flow, manage capital needs and remain compliant with ever-evolving tax laws. Growing an auto dealership requires...

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  • Dentists

    We understand the difficult balance of managing your practice and delivering high-quality patient care while also managing complex accounting tasks. Relieve yourself of time-consuming back-office...

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