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Practice Areas

Tax Planning & Preparation


Our team keeps up-to-date with the ever changing tax laws and regulations. Our priority for our clients is to minimize tax liability by providing timely tax planning so there are no surprises when it comes time to filing your return.

Tax planning and preparation services include:

  • individuals

  • corporations

  • S-corporations

  • partnerships

  • 1099s



We understand that business owners are busy with day to day operations and may need some support with accounting transactions. We have experience with QuickBooks and can alleviate the burden of data entry. From recording general ledger transactions to bank reconciliations, we can provide any bookkeeping services needed. 

We can even help our clients get started with QuickBooks by providing the training needed to ensure the books and records are accurate.




Besides the traditional tax and accounting services, we also offer a variety of consulting services which include:


  • obtaining a loan at the bank

  • financial planning and projections

  • increasing cash flow

  • succession planning

  • IRS representation


Our team can help with any financial situation that will allow for better decision making which aligns with your business goals. 

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