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Other Services

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Other Services

Succession Planning
Smooth transition of your business from one generation to another or to an unrelated third party.
Other Management Services
Establishing the proper value of a small business.
Estate & Gift Tax Planning
Long term collaborative planning to meet your future needs.
Financial Planning
Full service Financial Planning for future goals.

Tax Preparation Services

Tax returns and filing instructions have been prepared for 1000's of individual clients each year.
Business Tax Returns
A variety of small business tax returns are prepared each year.
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.

Accounting Services

Complete bookkeeping services for small businesses.
Financial Statements
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.