Our Services
Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.
The list below is not all-inclusive, please feel free to inquire about a service if you do not see it listed.
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Bookkeeping/write-up
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Accounting
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Reviews & Compilations
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Financial Forecasts & Projections
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Business Entity Selection
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Business Succession Planning
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Estate Planning
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Financial Planning
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Retirement Planning
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Business Valuations
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Business Consulting
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Buying & Selling a Business
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Payroll
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Tax Preparation
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Tax Planning
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IRS Representation
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Sales Tax Services
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Estate & Trust Tax Preparation
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Mergers & Acquisitions
