401(k) Options If You Change Jobs

If you have changed jobs or have been laid off, its wise to have a plan as to what you want to do with your 401(k). Click below to see how we can help.

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Experience Matters

We've helped our clients pay less taxes since 1977.

History of Pro Financial

We're Small Business Specialists

We know the tax laws and how to apply them to benefit your bottom line.

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Insightful Wealth Management

Whether you're focused on growing your assets, retirement income, or preserving your wealth, we're here to help.

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Click Here To Go To The Client Checklist

Client Portal - SmartVault

If you need to access the client portal, please click the green button on the upper right corner that says, "Client Portal".
If this is your first time you're using the client portal and need to sign up, please click the button below.
If you forgot your password, please click the "Client Portal" button above and then click "Can't Sign In" for steps to reset your password.
Note, it is not necessary to sign up every year.

Click here to sign up for our client portal

When It Comes To Who You Trust With Your Tax and Financial Services...

Experience Matters!

- Established 1977 -

From professional tax services to personalized wealth management strategies, our profound commitment is to serve your needs.

Our ability to apply our knowledge and experience consistently, professionally and personally has brought us the success that matters most to us: highly satisfied clients and enduring client relationships.

Experience | Trust | Service

Investment and Retirement Planning

We work closely with our clients to understand their unique needs in order to develop a plan that suits each individual.

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Business Services

Let us take care of your business tax requirements so that you can concentrate on making your business more profitable.

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Individual Tax Services

With over 100 years of collective tax experience, we know how to make the tax laws work for you.

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Combining experience with new ideas means better results for you.

Let's talk about how we can help you reduce taxes and provide insightful wealth management strategies.

Michael A. Procaccio, EA, MBA

Michael A. Procaccio II