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TAXES & ACCOUNTING:

We offer a wide variety of tax preparation and planning services:

  • Individuals
  • Sole Proprietorships
  • Partnerships
  • Corporations
  • LLC's
  • Estate & Gift Tax
  • Controllership Services Bookkeeping
  • Tax Planning
  • Sales Tax
  • Business Plans
  • Quarterly & Annual Returns
  • State Withholding Returns
  • QuickBooks Pro-Advisor

 FINANCIAL PLANNING:

Investing in your future - it's time for a new approach. One in which discipline and expert advice are the foundation of every investment decision. Work with us, and gain access to a team with considerable experience.

  • Coordinated Financial Plans
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • TIAA-CREF Portfolio Management

 

 

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