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OUR SERVICES

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For Small Businesses

Most small business owners waste valuable time attempting to manage finances when the time could be far better spent focusing on the service or the clients your business specializes in.

The successful small business owner knows to spend more time on work means generating more profit.

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

Tax Services

10 million taxpayers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line on their tax return.

Today’s tax laws are increasingly complicated and the rules for deductions and credits change year by year. Are you aware of all the deductions and credits that might be available to you this year, even on the most basic of tax returns? Perhaps you feel secure in your do-it-yourself tax preparation software, but let’s face it… There is no substitute for an experienced tax professional who can answer your questions and ask you the questions that might be key to saving you tax dollars.

Tax Services

10 million taxpayers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line on their tax return.

Today’s tax laws are increasingly complicated and the rules for deductions and credits change year by year. Are you aware of all the deductions and credits that might be available to you this year, even on the most basic of tax returns? Perhaps you feel secure in your do-it-yourself tax preparation software, but let’s face it… There is no substitute for an experienced tax professional who can answer your questions and ask you the questions that might be key to saving you tax dollars.

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Other Services

  • Full Financial Planning
  • Portfolio Analysis
  • Mutual Fund Review
  • 401k Review
  • Income Planning
  • College Planning
  • Notary Services
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Get Started

No matter what your needs are, we are here to help make your life easier.

Get Started

No matter what your needs are, we are here to help make your life easier.

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