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WE TAKE A STRATEGIC APPROACH

Setting your course for sustainable growth or weathering economic storms starts with developing a sound financial strategy. It includes forecasting future income as well as cost overhead management. It means making sure that you have the appropriate structures in place for accounting and tax planning. Creating a sound financial framework will also create the peace of mind that comes with understanding your current reality and having strategic support with you when you need it.

 
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Accounting

  • Financial statement preparation: monthly, quarterly, annually

  • Audits, reviews, compilations, and attestation services

  • Software selection

  • Bookkeeping services

  • And more …

 
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Tax

  • Individual and Business

  • Income tax preparation

  • Income tax planning and consulting

  • Sales tax return preparation and compliance

  • Payroll tax consulting

  • And more …

 
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Valuation & Litigation Support

  • Preparation for sale

  • Buy/sell agreements

  • Transfer/sales of business/mergers & acquisitions

  • Estate & gift tax valuations

  • Succession planning

  • And more…