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Personal Services

We offer personal accounting services, from income taxes to state and federal tax filing.

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Business Services

You focus on daily operations, we worry about the numbers. Your business financials are in good hands.

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Forensic Accounting

We offer investigative analysis of financials under litigation and provide expert witness testimony.

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Consulting Services

We consult on a range of individual and business-related tax and financial matters, from bankruptcy to mergers.

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Remote CFO

We take on the role of remote CFO, providing in-depth financial analysis & setting the stage for growth.

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Legal Support

With a wide network of legal pros behind us, we can steer you to the right attorney to meet your needs.

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Divorce Litigation

Divorce finances can be a point of contention for many. We assist in advising on fair settlements.

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Tax Strategy & Compliance

Cost-saving tax strategies put more back in your pocket, now and later, and keep you in full compliance.

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Mergers & Acquisitions

Business acquisitions can present financial challenges. We help support a seamless transition.

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Bankruptcy

We strategically advise on planning and compliance for personal and professional bankruptcy matters.

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Audit Representation

You’re in expert hands. We represent your interests when facing tax liens, levies, notices or audits.

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State & Local Tax Services

We assist in filing personal taxes in every state in the U.S. and we work hard to lower your liability.

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Federal Tax Services

We efficiently manage federal tax compliance. You’ve worked hard – we work hard to help you keep it.

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Succession Planning

Life changes – so will your business. Let’s form and execute a succession plan aligned with your wishes.

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Asset Protection

Reduce risk of loss – get our advice on protecting all aspects of your estate from creditors and taxes.

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Non-Profit

We assist non-profit organizations with setup and regular filings and offer ongoing accounting support.

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Calculators

Get a fast answer – use our handy list of calculators for calculating mortgage payments, household budgets and more.

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Auditing & Accounting

From financial statement preparation to everyday accounting tasks, count on our conscientious team.

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Forecasts & Projections

Identify future revenue and expenditure projections to make informed business decisions.

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Strategic Planning

We monitor financial goals and advise on mergers. Get data-backed recommendations for long-term plans.

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Cash Flow Management

Budget tracking and account monitoring helps businesses invest, eliminate debt and fund initiatives.

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Financial Statements

We help your business quickly and efficiently present financial data to banks, investors or regulators.

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