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Our Services

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Explore our service areas and product line.

Accounting Services

Complete bookkeeping services for all types of businesses.
Financial Statements
Monthly, quarterly and year-end Balance Sheet and Operating Statements availability, for a broad range of business client purposes.

Tax Preparation Services

Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.
Individual, Fiduciary, Gift and Estate Tax Returns
Tax returns and filing instruction preparation for Federal and State requirements.
Business and Investment Tax Returns
A variety of business Federal & State tax returns are prepared each year based on business planning and goals.

Other Services

Financial Planning
Full service Financial Planning for future goals.
Business Valuations
Establishing the value of business equity and income streams for engagement purpose.
Payroll Services
Total payroll services may be available for very small business clients.