Services

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Tax Planning

We monitor the changes in the tax law that affect you and recommend tax saving strategies. We will file all your tax returns and serve as your advocate

Recordkeeping

Tax records should be kept on a year-round basis, not hastily assembled just for your annual tax appointment. Without tax records, you can lose valuable deductions

Business Problem Solving

The astute manager will gather information to assist him or her in making the changes necessary to stay profitable in a competitive business world

Estate & Gift Planning

You can’t take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money

Frequently Asked Questions