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Services

Business Services

  • Small Business Accounting
  • Payroll
  • Outsourced CFO Services
  • Audited, Reviewed, Compiled and Prepared Financial Statements
  • Forensic Accounting
  • Cash Flow Management
  • Bank Financing
  • Business Valuation
  • Strategic Business Planning
  • Succession Planning
  • New Business Formation
  • Non-Profit Organizations
  • Internal Controls

Tax Services

  • Income Tax Preparation and Planning
    • Individual
    • Business
    • Trusts and Estates
    • Non-Profit Organizations
    • Retirement Plans
  • IRS and State Taxing Authority Representation
  • Foreign Bank Account Reporting
  • Sales Tax
  • Payroll Tax
  • Gift and Estate Tax

Specialty Services

  • QuickBooks Consulting and Training
  • Litigation Support
  • Retirement Planning
  • Estate Planning
  • Research and Development Tax Credit Studies
  • Personal Financial Planning
  • Elder Care Financial Solutions

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