Client Portal

Current Clients

Current Clients can download Tax Packet with Signature Docs - 2020 here.

Thank you for allowing us to serve as your valued partner.

Our business is built upon our customer service satisfaction and your referrals.  We'd love to hear from you!

Thinking About Starting A Business?

We can help!

We Help Millenials Budget for Today & Plan for the Future!

We provide a holistic approach to your tax, financial and accounting needs.  How can we help you?

 

Business Services

Emerald Financial Services provides a full spectrum of tax, accounting and financial services for businesses.  We can also serve as your Outsourced CFO!

Personal Services

Emerald Financial Services provides a holistic approach to your tax, accounting and financial needs to enhance your lifestyle and prepare for your future.

Investing & Planning

For a limited time, we are offering current clients a free assessment of your investment portfolio, estate plan and long-term tax strategy.  Schedule your assessment today!