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
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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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