FAQs

Yes you can! Once you log into our web portal you can click on “Billing” to see any open invoices you might have. To make a payment, click on the “Pay” button to the right of the invoice.

For most of the year, we are open Monday - Friday from 8:30 to 4:30. Between Memorial Day and Labor Day we are open Monday - Thursday from 8:30 to 4:30, and Friday from 8:30 to noon.

Absolutely. We use a secure web portal called Karbon for Clients that will allow you to upload documents securely, as well as receive your completed tax return and supporting materials. To register with Karbon, please contact the BHB Advisors Administrator.

This is our standard Engagement Letter which specifies the terms of our engagement with you, and clarifies the nature and extent of the services we will provide. The AssureSign email allows you to digitally sign the letter.