Regarding sending data to us, we are excited to announce the launch of a new client portal that will allow for a more efficient and secure method to transfer information between us. You can use this portal to easily send the organizer back to us along with W2's, 1099's, mortgage statements and other supporting documents. Likewise, we can use this portal to send tax returns and other forms back to you.
In the coming days, look for an invitation from the e-mail address shown below (in case it goes to spam) along with instructions on how to register for this new tool
balcerzakfinancialservices@cchifirm.us