For Individuals

Tax Preparation: Let us make sure that your federal and state income tax returns are prepared accurately, and you pay the minimum. Tax Resolution: We can represent you in front of US Tax Courts and tax agencies such as DOR and IRS. Personal Financial Coaching: one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

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For Businesses

Accounting: We take care of your books so you can focus on generating profits. Tax Preparation: Your business tax returns require the expertise of a tax professional. Part-time CFO: A professional financial manager who will help guide your business to success. Payroll: We will assist you in processing your payroll. Strategic Business Planning: Clarify your company’s direction and keep management and staff focused. Assurance: Financial Audits-Reviews-Compilations: Assurance that the financial statements accurately represent the financial position of a company. New Business Formation: A methodical plan of action is needed to run a successful business. Tax Planning: Minimize your tax liability by having a tax plan. Business Valuation: The valuation you get for your business can make or break a proposition.

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