To all our valued clients - we are now conducting all appointments scheduled until April 8, 2020 via telephone due to the health crisis.  Please provide all information to us via this website, email, fax or you can leave your information in our secure drop box in our hallway.  We are open and operating but we are keeping contact to a minimum.  Please call us if you have any questions or concerns.    Thank you for your patience and understanding.                                                                                                                                                                                                                                                                         
Our Expertise and Superior Service Will Make All the Difference

Welcome and thank you for visiting the Website of Loiselle & Associates PC. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our Website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we think would be of interest to our clients and visitors (in our Internet Links section).

Please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Please note - files uploaded to FILESHARE are temporary and are deleted.  Please download files we upload to you to your computer.

Combine your investment information from multiple accounts into a single location, and provide your tax professional access to your yearly gain/loss data for the preparation of your tax return.  Get accurate cost basis, capital gain tax lot data, and trade decision tools that maximize your after tax returns, providing better results for your investment portfolios.
Access your files with our secure, online document sharing application. Click here to enter your username and password.  Please be sure to download your files to your computer as files are on this website temporarily.