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Tax & Accounting

Our firm started as a tax and accounting shop, and these services are still foundational to how we help clients today. Ensuring you don’t pay unnecessary taxes and that you take advantage of available benefits is a common theme in everything we do. 

Client Centered

For individuals and families: We prepare tax returns and conduct proactive tax planning throughout the year. Your income, investments, and withholdings all have the potential to help or hurt your tax liabilities, and we collaborate internally to build strategies that benefit you most.

For businesses: We’ll process your payroll, maintain your books, prepare financial statements, and handle all accounting functions on your behalf. We conduct tax research and planning, and when it’s time to prepare your business tax return, we’ll already be in the know about your financial situation. If you own a business, we offer the added benefit of being able to handle your personal and professional tax needs as well as financial plan, investment portfolio, and accounting and bookkeeping all under one roof.

If you own a business, we offer the added benefit of being able to handle your personal and professional tax needs as well as financial plan, investment portfolio, and accounting and bookkeeping all under one roof.



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