SERVICES GEARED TOWARD YOUR FINANCIAL OBJECTIVES

Contact us to discuss a custom solution for your personal or business finances.

SERVICES FOR BUSINESS

FRESHNESS

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WHY BUSINESSES COUNT ON US

As a business client who is busy growing your business, you have limited time and resources. Rely on us to minimize your tax obligations and stay in compliance with government agencies regarding accounting and tax matters. Also, when we are trusted with keeping your books and records up to date, you are able to run financial reports that support fast and informed financial decisions.

BUSINESS SERVICES INCLUDE:
  • Tax advising and tax planning
  • Accounting/Write up/ Bookkeeping services
  • Payroll and Sales Tax
  • Financial statement analysis/ Cash flow management
  • New business formation/ Business succession
  • IRS & state government tax audits/problem resolution
  • Budget and financial projections
  • Preparation of federal and state tax returns, such as; corporate, partnership, multi-state, tax-exempt entities

SERVICES FOR BUSINESS MORE HERE

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SERVICES FOR INDIVIDUALS

SERVICES FOR BUSINESS

WHY INDIVIDUALS COUNT ON US

Our individual clients judge us not only on our competencies in tax, accounting and bookkeeping services, but also in the personal attention we provide. We are dedicated to spending the time required to help every client understand and navigate complex tax and financial matters. And when you trust us to manage your financial services, it lets you get back to doing all the things you’d rather be doing.

SERVICES FOR INDIVIDUALS INCLUDE:
  • Tax advising and tax planning for individuals
  • Preparation of federal and state individual tax returns
  • Personal financial statements
  • Budgeting and strategic planning
  • Estates, trusts and gifts
  • IRS and state government tax audits and problem resolution
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SCHEDULE A CONSULTATION

Schedule a phone consultation or a face-to-face meeting to discuss how our full range or financial services can help you or your business.