Notice: Effective January 1st, 2019, the Secure File Upload feature has been integrated with our Client Web Portal. If you do not yet have a client portal complete and submit the form below. You will receive instructions on accessing the client portal.
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Client Web Portal File access for our clients. Requires an account. Need a portal account? Contact help@kassouf.com or |
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Gerry Kassouf honored in 2022 “Who’s Who in Accounting” list
Congratulations Director Gerry Kassouf, CPA, PFS, CFP®, AEP®, CGMA! Gerry was recently featured by the Birmingham Business Journal as a Who’s Who in Accounting honoree. The annual list features key ... Read More

529 Day: Maximize college savings and tax benefits
May 29 means more than the mark of the approaching summer season. It's also recognized as National College Savings Day, named for Section 529 of the Internal Revenue Code. What is ... Read More

Gerry Kassouf shares strategic planning tips
Director and Shareholder Gerry Kassouf shared strategic planning tips for healthcare providers with Birmingham Medical News. As the first quarter of the year draws to a close, now is the ... Read More