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Services

Our goal is to assist in your record keeping and tax planning to make your business stronger, as well as improve your personal financial situation.

Our services include:

  • Accounting
  • Tax Planning and Compliance
  • Personal and Business Financial Planning
  • QuickBooks Advising
  • Succession Planning
  • Consulting
  • Tax Preparation for Individuals, Corporations, Partnerships, Trusts and Estates
  • Estate Planning and Wealth Management
  • Alliances with various Attorneys for Estate Planning