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Our Services

Accounting Services

  • General Accounting/Bookkeeping Services
  • Business Formations (Corporations, Partnerships, Non-Profits, etc.)
  • Financial Statement Compilation and Reviews
  • Management Advisory Services  (Business Planning, Budgeting, etc.)
  • Payroll Services
  • QuickBooks Advisor

Tax Preparation & Planning

  • Individual, Business and Non-Profit Tax Preparation (Federal, all-States)
  • Individual, Business and Non-Profit Tax Planning
  • Estate and Gift Tax Preparation and Planning
  • Vendor Information Reporting (1099's)
  • Sales, Property and Payroll Tax Reporting

Investments & Insurance

  • Investment Management 
    • IRAs, 401-k, Stocks, Bonds, Annuities, etc.
  • Financial and Retirement Planning
  • Insurance
    • Life
    • Long-term Care
    • Disability
  • Estate Planning
    • Trusts
    • Asset Protection
    • Taxes