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Services

We offer a broad range of services to help clients secure a sound financial future.

We provide outstanding service to our clients because of our attention to detail.

Services for Individuals
Tax Services
Business Services
Retirement
Bullet Journal

  • Personal Financial Planning

  • Estate Planning

Forms

  • Tax Preparation

  • Tax Planning

  • Tax Issues

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  • Small Business Accounting

  • QuickBooks Services

  • Payroll

  • Reviews - Compilations

  • Cash Flow Management

  • Bank Financing

  • Strategic Business Planning

  • Succession Planning

  • New Business Formation

  • Non-Profit Organizations

  • Internal Controls

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  • Retirement Plan Administration

  • Defined Benefit Pension Plans

  • 401(K) Plans

  • Profit Sharing & Money Purchase Pension Plans

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