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  • Desmond Wealth Client Portal

    Desmond Wealth Client portal provides secure 24/7 access for current Wealth Management clients to access their portfolio performance, Quarterly statements, and Advisor Commentary. The client portal also allows access to the client's eMoney vault.
  • eMoney

    Wealth Management Client Financial Website, Dashboard and Vault
  • QuickBooks Online

  • ShareFile

    This is our recommended method for securely exchanging documents.
  • Video Meeting

    Join a scheduled video meeting with our team.
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Desmond Wealth Client Portal

Desmond Wealth Client portal provides secure 24/7 access for current Wealth Management clients to access their portfolio performance, Quarterly statements, and Advisor Commentary. The client portal also allows access to the client's eMoney vault.

eMoney

Wealth Management Client Financial Website, Dashboard and Vault

QuickBooks Online

ShareFile

This is our recommended method for securely exchanging documents.

Video Meeting

Join a scheduled video meeting with our team.
Join Meeting
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Tax Planning & Preparation

Experienced Tax Strategists Working for You

We know one of your top priorities is paying less in taxes. This is best achieved through proactive tax planning. Whether you’re an individual or corporation, we can provide strategies and solutions to grow your wealth and reduce your taxes. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS and Multistate tax codes and regulations.


IRS Representation

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.


Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Desmond Consulting Group, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an ...  

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Latest from Our Blog

Our New Website!

Desmond Consulting Group is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look around...


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