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Tax Services

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Income Tax Preparation & Planning

• Individual
• Partnership
• Corporate
• Estate & Trust
• Non-Profit

Compliance & Reporting

• Payroll Taxes
• Sales Taxes

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Accounting & Management Consulting Services

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We actively analyze, interpret, and convert data into actionable business intelligence with the intent to maximize operating results which provides the ability to make informed decisions.

• Monthly Financial Statement Preparation
• Budgets
• Cash Flow Analysis
• Prior Year Comparisons
• Business Health Checkups

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QuickBooks Services

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QuickBooks Setup

• Initial QuickBooks setup and configuration
• Chart of accounts design and review
• Integration with payroll and other financial systems

Training & Education

• On-site QuickBooks training
• Group seminars and instructional sessions
• Guidance on day-to-day bookkeeping best practices

Review, Optimization, & Advisory

• Monthly, quarterly, and annual QuickBooks reviews
• Identification and correction of posting errors
• Recommendations to improve accuracy and efficiency
• Assistance interpreting financial reports
• Preparation of records for tax reporting and financial statements

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Preparing, Planning, & More

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We can help you with every aspect of your tax preparation and planning, including individual, partnership, corporate, trust, estate, retirement, and non-profit returns. In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service.

But preparing your tax returns and helping you minimize tax liability is only part of the picture. We offer a complete range of accounting services. So, we can assist you in understanding your financial outlook which puts you in a better position to make wise decisions.