OUR SERVICES

The following is a list of services provided:

Accounting and Tax Services

  • All Tax Services – corporate, partnership, multi-state, individual, estates, etc.
  • Accounting and Bookkeeping
  • Business Entity Formation
  • Strategic Tax Consulting
  • Financial Statement Preparation
  • Compilations and Reviews
  • Payroll Reporting
  • Budgets and Financial Projections
  • Business Plan Development
  • IRS Problem Resolution and E-File
  • Succession Planning

Advisory and Consulting Services

  • Retirement Plan Evaluations
  • Estate PLanning
  • Trust PLanning and Charitable Gifting
  • Business Exit Strategies
  • Succession Planning and Business Continuation

Individual Services

  • Electronic Filing
  • Strategic Tax Planning
  • IRS Problem Resolution
  • Personal Financial Statements
  • Budgeting
  • Estates, Trusts and Gifts

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