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Our Services

Tax, Accounting, Consulting, & Financial Planning

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Tax Preparation & Planning Services

Individual Tax Preparation

Strategic Tax Planning

Entity Tax Preparation

Sales and Use Tax

Business Tax Preparation

Tax Projections

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Accounting Services

Payroll - Maintain records. Calculate employee compensation. File Federal, State, and Local Statements

Bookkeeping - Maintaining your books, or assist in maintaining your own financial records

Quickbooks - Helping manage Quickbooks to track and organize financial data without resorting to manual entry

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Consulting Services

Data Analytics - Working with business owners to provide forecasting, projections, key performance indicator (KPI) metrics, and other data driven insights.

Business Consulting - Utilizing years of in-depth expertise to assist clients on how to overcome various strategic obstacles.

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Financial Planning Services

Comprehensive Financial Planning - Working closely with financial advisors to aid our client with a holistic approach to financial planning

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