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Small Business

  • Bank Reconciliations
  • Payroll
  • Accounts Receivable/Payable
  • Financial Statements
  • Remote Access
  • On-site training
  • Compliance with State & Federal reporting
  • Implementing business retirement plans

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Individuals & Families

  • Personal Tax Returns
  • Estate Tax Returns
  • Tax & Retirement Planning



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Advisory


  • Guidance on financial decisions
  • Business sales & acquisitions
  • Budgets
  • S corporation elections
  • Deferred compensation