Our portal is used to securely transfer files, documents and even tax returns to and from our clients. It is especially helpful for the many clients that live out of state. If you are already set up to use this, please access your portal by clicking here. If you would like us to make it available to you, please let us know.
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Lester J. Strait is a Certified Financial Planner™ and an Enrolled Agent. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.