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Our Services

Accounting and Payroll

If bookkeeping seems to always be at the bottom of your to-do list, our team of experienced bookkeepers can help.  We can enter your debits, deposits, and handwritten checks into our accounting software, reconcile bank accounts, and prepare monthly or quarterly financial statements for your use in making business decisions.  We work with you to make the process as simple as possible on your end so you can focus on your core business.  We also offer payroll services that can be tailored to meet your specific needs. 

Tax Preparation and Planning

Effective tax preparation and planning can help you minimize your future tax liability.  We like to be proactive rather than reactive when it comes to situations that can affect your tax liability.  Our team is experienced in individual, corporation, partnership, estate, and trust tax return preparation.

Estate and Trust Administration

Whether you need assistance with estate or trust administration or require a professional executor or trustee to manage your estate or trust, our firm can provide reliable and knowledgeable fiduciary services to ensure you, or your loved one’s wishes, are carried out effectively.  We can also work proactively with your legal counsel to help you structure your estate or trust to minimize taxes and to ensure a smooth transition for your heirs. 

Business Consulting

From entity selection to helping guide you through a merger, sale, or purchase of your business, we are able to offer expert advice through all phases of owning and running your business.

If you do not see your desired service listed above, please reach out to us with any concerns or questions!

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