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BUSINESS - TAX & ACCOUNTING

TAX 
SERVICES

Confidence during tax season

We help clients make tax planning part of their overall business strategy. 

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Tax services include: 

  • Tax Preparation

  • Tax Planning

  • IRS & State Representation 

  • Payroll Services

  • Sales Tax Services

ACCOUNTING SERVICES

Peace of mind year-round

Meaningful, well-organized financial records are the foundation of an efficient, successful business. 

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Accounting services include: 

  • Bookkeeping/Financial Statement Prep

  • Financial Forecasts & Projections

  • Monthly, Quarterly, & Annual Financial Services

  • Cash Flow & Budget Analysis

  • QuickBooks Consulting by a Certified QuickBooks Pro Advisor

  • Sage & Proprietary Software Consulting & Assistance

CONSULTING SERVICES

A partner in growth

We can help your business identify areas negatively affecting profitability and growth. We provide comprehensive, flexible strategies that address issues affecting your business. 

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Consulting services include: 

  • Business Succession Planning

  • Financial Planning

  • Management Advisory Services

  • Buying & Selling a Business, Mergers

  • In-House CFO Services

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