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Call us at 346-9522 for a no charge 30-minute consultation. We will discuss your financial and tax situation and help you determine how we can be of service to you.
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 that will affect you, recommend tax-saving strategies, and serve as your advocate in tax matters. Bookkeeping & Accounting Services Bookkeeping and accounting services are designed to help small and mid-sized businesses deal with the complexities of maintaining internal financial reporting systems. These services include QuickBooks set-up, training, and remote support. We assist business owners and management to improve their financial monitoring and reporting. We offer secure remote training and support for your QuickBooks accounting and bookkeeping system. As you start a business, we can help you select the proper organizational structure and secure adequate financing. We can work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs. 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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