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Our

Services

Services

Our

AUDIT AND ACCOUNTING

  • Accounting System Setup

  • Agreed Upon Procedures

  • Cash Flow and Budgeting

  • Financial Statements, Review and Compilations

  • Onsite Bookkeeping Assistance

  • Quickbooks Consulting

TAX PLANNING AND COMPLIANCE

  • Business Succession

  • Entity Selection

  • Estate and Gifts

  • Individual and Family

  • Retirement

  • Fiduciary

  • Foundations

  • Individual, Corporation, LLC and Partnership

  • Multi-State

  • Tax Exempt

CONSULTING

  • Accounting System Design

  • Business Process Analysis

  • Cash Flow and Budgeting

  • Debt/Financing Assistance

  • Profitability Analysis

  • Start-Up Assistance

  • Succession Planning

ESTATE PLANNING

  • Death

  • Property

  • Capital Gains

  • Valutation

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