Services 5 - Tabbed Categories

Comprehensive tax preparation and planning for individuals and businesses.

Personal Tax Returns

Expert preparation of individual tax returns with maximum deduction optimization.

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Business Tax Filing

Corporate, partnership, and LLC tax preparation with strategic planning.

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Tax Audit Support

Professional representation and support during IRS audits and inquiries.

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Tax Planning

Year-round tax planning strategies to minimize your tax liability.

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Tax Resolution

Help with tax liens, levies, and offers in compromise with the IRS.

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Full-service accounting solutions to keep your finances in order.

Bookkeeping

Monthly bookkeeping services with detailed financial reporting.

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Accounts Payable/Receivable

Manage your cash flow with professional AP/AR management.

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Financial Statements

Accurate preparation of balance sheets, income statements, and cash flow reports.

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Strategic financial advice to help your business grow and succeed.

Retirement Planning

Comprehensive retirement planning including 401(k) and IRA strategies.

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Investment Advisory

Personalized investment guidance aligned with your financial goals.

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Estate Planning

Protect your assets and plan for wealth transfer to future generations.

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Essential services to support your business operations.

Payroll Processing

Reliable payroll services with tax filing and compliance management.

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CFO Services

Part-time CFO services for growing businesses needing financial leadership.

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Financial Services

Personal Tax Returns

Business Tax Filing

Tax Audit Support

Tax Planning

Tax Resolution

Bookkeeping

Accounts Payable/Receivable

Financial Statements

Retirement Planning

Investment Advisory

Estate Planning

Payroll Processing

CFO Services