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We are currently remodeling our office to better serve you; therefore, business hours are by appointment only.
We provide various services year-round to assist you whenever you need them. We are dynamic in our offerings; therefore, we can offer a tailored solution to your unique situation. Please click the following drop downs below for more information on the services we provide.
PERSONAL SERVICES
Tax Advisory
Tax Planning
Tax Preparation
Representation on IRS and State Taxing Agency Matters (correspondence, audits, transcripts, etc.)
Tax-centric Estate Planning (partnering with you trusted attorney)
Filing of Information Returns (1099s, 1098s, W-2, etc.)
Monthly Budgeting Solutions
BUSINESS SERVICES
New Business Formation
Business Advisory
Business Tax Planning
Business Tax Preparation
Representation on IRS and State Taxing Agency Matters (correspondence, audits, transcripts, etc.)
Filing of Information Returns (1099s, 1098s, W-2, etc.)
Accounting (Monthly, Quarterly, or Annually)
Business Budgeting
Business Health Review
Cash Flow Management and Strategies
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