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Services

Individual Tax Preparation

Preparation of both the Federal and applicable State return, along with all necessary schedules and forms.

Business Tax Preparation​

Preparation of both the Federal and applicable State return, along with all necessary schedules and forms.

Tax Advisory

Developing a tax strategy that minimizes tax liabilities while maximizing tax benefits, such as deductions and credits. 

Forecasting with tax estimates and estimated tax payments.

Bookkeeping

Recording, classifying, and organizing financial transactions to maintain accurate financial records that can be used for financial analysis, tax compliance, and decision-making. 

State & Local Business Filings

Preparation of annual reports and business licenses which are required to maintain accurate records and maintain compliance with relevant laws and regulations.

Tax Advice

Providing guidance and recommendations on tax matters, such as tax implications of investments, retirement planning, and capital assets.

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