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Tax Management Services

 We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track. 

Accounting Services

  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing

  1. Corporate tax planning and return preparation

Estate and Trust Tax Preparation

 Effective estate and trust planning can ensure financial security for loved ones.  For businesses, it can maintain a smooth succession of ownership.  Our role is to help you navigate the complex shifting tax laws to minimize the tax liability of your beneficiaries. 

Bookkeeping

 Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming.  Let's us help you organize the day-to-day tasks of bookkeeping so you can focus on your core business. 

Early Tax Preparation

 Early is better when it comes to working on your taxes.  The IRS encourages everyone to get a head start on tax preparation.  Not only do you avoid the last-minute rush, early filers also get a faster refund. 

Life Changing Events

 Whether you're getting married, divorced or widowed, a life changing event can be scary.  We can help you through the tax laws to help you minimize the tax consequences.