A truly full-service firm, we provide a wide scope of services to our individual and business clients. These areas range from tax return preparation to business valuation and business consulting services. See our Menu of Services for a complete listing. Taxation and planning, including estate and trust work, comprise the largest portion of our services. We also provide significant business consulting and accounting support, including business valuations, investment planning, financing proposals, Quickbooks setup and training, bookkeeper training, and systems/procedures consulting. |
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Our business development, controllership, and consulting services help clients run their businesses more profitably and give them additional value. In addition, the firm prepares audited, reviewed or compiled financials for a variety of industries and non-profit organizations. Our defining firm values are high ethical and honest standards coupled with respect for clients and fellow team members. We believe in a strong commitment to excellence, while at the same time striving to balance the importance and rewards of work with family and home life. |
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