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Call us at 346-9522 for a free initial consultation. We will discuss your financial and tax situation and help you determine how we can be of service to you.

Tax Planning and Preparation

• Corporations
• Individuals, Sole Proprietorships
• Partnerships, Limited Liability Corporations, Family Limited Partnership
• Estate, Trust, Fiduciary and Gift
• Tax Exempt Organizations

We can prepare all required tax filings to assure that you are paying no more tax than necessary. Throughout the year, we monitor tax law changes, can recommend tax-saving strategies, and serve as your advocate in tax matters. We have developed invaluable expertise that can benefit you.

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Bookkeeping & Accounting Services

Bookkeeping and accounting services are designed to help small and mid-sized businesses deal with the complexities of maintaining their financial reporting systems. These services include QuickBooks set-up, training, and ongoing support. We help you to prevent costly mistakes and free up your time to run your business.

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Remote Training & Support

We offer secure remote training and support for your QuickBooks accounting and bookkeeping system.
We can help you with questions, problems, and bookkeeping and accounting issues right at your computer from our office.

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Business Consultation

As you start a business, we can help you select the proper organizational structure. We can work with you and your other advisors to solve various business issues. We are here to help you with:

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Estate Planning

We will work with you, and when appropriate your other advisors, to increase your net worth, then plan with you to minimize estate taxes. A total program including an analysis of net worth, family gifting, trust, retirement, planning, and family business transfers is available to assist you in maximizing benefits for you and your heirs.

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