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What we do

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Tax

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

Learn more about tax.

Assurance

There are few things that strike fear in the heart more than a notice from the IRS. But fear not, we can handle it for you.

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Advice

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.

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Accounting & Payroll

Avoid payroll filing issues and day-to-day processing by handing complex payroll work over to us.

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WHO WE SERVE

Life's better when people understand your needs

Small Businesses

Make your financial life work, so you can focus on the reasons you went into business in the first place.

Elder Care

We'll take the stress out of your taxes.

Estates & Trusts

Secure your legacy for your family and your own peace of mind. Rely on our experts to make sure this happens.

Entrepreneurs

When it’s hard to get started…we help get your new business moving.

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Maximizing your tax refund: A strategic guide to tax planning

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From the firm: Making tax season work for you

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Protect your business: Your essential cybersecurity checklist

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Sales tax in 2025: What small business owners need to know

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Your launch list for e-commerce business success

An e-commerce business allows you to tap into the growing online marketplace. Learn what you need to consider when launching an e-commerce business.

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Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

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Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

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