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Our Services

As the tax code becomes more complicated, you want the most knowledgeable experts to ensure your taxes are done right while minimizing your tax burden. We offer a variety of services provided by trained and certified professionals. Reach out for a personal quote on each service.

Bookkeeping

BOOKKEEPING

Keeping accurate financial records is crucial for any successful company.

 

  • Monthly or quarterly bank reconciliations 

  • Financial statement review and compilations

  • Cash flow management and forecasts

Payroll Services

PAYROLL SERVICES

Writing checks, processing direct deposits, and paying withholding taxes to local, state, and federal governments is time-consuming.​

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  • Payroll processing 

  • Quarterly and annual payroll tax returns

  • W-2 and 1099 preparation

Tax Preperation & Planning

TAX PREPARATION & PLANNING

Business and Individual income tax have a lot of crucial factors. Trusting us will help you with your success.

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  • Preparing returns for businesses of various sizes and in various industries.

  • File every client’s returns in a timely manner

  • Minimize your tax liability and maximize your business’s profit

  • Maximum return or minimum tax liability

Business Consultation

BUSINESS 
CONSULTATION

We are here to help you grow your business, your net worth, and your after-tax income.

 

  • One-on-one succession planning

  • In-depth employment status growth 

  • Financial advice

  • Business growth

Retirement Planning

RETIREMENT
PLANNING

Making the adjustment from working to receive a paycheck to no longer receiving the paycheck and relying on your savings to produce income can be daunting. We offer:

 

  • Tax management 

  • Prepping IRAS, Roth IRAS and other investment opportunities

  • Consultation for money management

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