Our Services

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Tax consultation

You would like to plan and manage your taxes effectively? That is our specialty and we will invest time to understand your situation and bring our knowledge and experience to power up the help you need.

Corporate and Individual Tax Preparation and Planning

We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to optimize federal, state or local tax liabilities.

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Bookkeeping

You would like to build, grow or sell your business? Welcome to our family of customers and trust our full-circle help and direct white gloves experience. We want you to succeed and you will feel it.

Bookkeeping and Financial Statements

As your business needs grow and change, we can provide comprehensive bookkeeping and write-up services to ensure your smooth operation. We can also help develop and finalize accurate and timely financial statements to represent your business to lenders, partners, potential buyers and other interested parties.

Business Consulting and Financial Analysis

As a true family partner, we are available to help you deal with any business problem or opportunity. Whether you face questions related to selecting a Business Entity type for your ideas, expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

Other services

— Taxpayer Identification Number Application Services—

— IRS Representation —

— Payroll Services —

— Notary Services —

— Retirement Planning —