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Our Services

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Explore our service areas and product line.


Accounting Services

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.
Bookkeeping
Complete bookkeeping services for small businesses.

Tax Preparation Services

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.
Individuals
Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

Other Services

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