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What we do

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Tax

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

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Financial Consulting

Our goal is to create customized strategies for your business and personal goals.

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Bookkeeping

You run your business. We’ll run your numbers.

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Payroll

Avoid payroll filing issues and day-to-day processing by handing complex payroll work over to us.

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Advice

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.

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WHO WE SERVE

Life's better when people understand your needs

Family Businesses

Supporting family businesses with dedicated tax and accounting services.

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Professional Service Providers

We are committed to helping professional service providers build successful enterprises.

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Real Estate Investors

We are your experts on accounting for the real estate profession.

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Service-based Businesses

Get back to what matters most—your service-based business—and let us handle the books.

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Everything you need to know about 1099s

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From the firm: Embracing year-end opportunities

Read more about From the firm: Embracing year-end opportunities> ➞

Year-end financial checklist: 20 must-do's you can’t afford to forget

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A guide for the unpredictable job market

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QuickReads

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Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

Read more about Maximizing your charitable donations before year-end: A tax-savvy guide ➞
Two business women looking at a piece of paper and smiling.

What you need to know about capitalization and depreciation of business assets

To contribute to the overall financial health of your business, you need to understand asset management and the concepts of capitalizing and depreciat...

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