Areas of Expertise

Tax Services

We offer each of our client’s expert tax analysis and preparation, and address all taxation issues involving business and individual transactions. We create effective tax planning strategies to reduce our client’s tax liabilities. Our services include:

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• Individual tax compliance and planning

• Corporate tax compliance and planning

• Passthrough entity tax compliance and planning

• Estates, trust and gift

Small Business Services

We help our small business clients establish and maintain an effective & efficient accounting system. We also work to help our clients navigate the complexities of running a business. Our services include:

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• Financial Statement preparation and review

• Preparation of Business Property Statements

• Business succession planning

• Business Operations Consulting