Your Partner for Growth
McMahon & Associates strives to provide elite customer service by interacting with our clients where it is most convenient. We now offer virtual meeting capabilities that allow for global screen sharing and document review.
If you are to attend a virtual meeting, please click the link above.
If you are not yet a client, please click the link below and someone from our office will reach out to you.
Buying and selling mutual fund shares: Avoid these tax pitfalls
If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales You may already have made taxable “sales” of part of your mutual fund investment without knowing it. One way this can happen is if your mutual fund...
Click Here to Login
The client portal system is hosted by a third party and all data is encrypted for your safety. McMahon & Associates recommends utilizing the 2-factor authentication offering for additional security. If you are not already utilizing the client portal, please fill out the form below. The tutorial link below is a video demonstration of the client portal.
