DELIVER TAX PLANNING, PREPARATION, COMPLIANCE AND REPRESENTATION FOCUSING ON PROACTIVE TAX PLANNING TO MINIMIZE TAXES NOW AND FOR FUTURE GENERATIONS

 

Tax Services include:

• Strategic Tax Planning

• Preparation of all returns – Individuals, Businesses, Estates, Trusts and Gift

• Audit Representation

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Bookkeeping Services Include:

• Implementation of new bookkeeping system or clean up of existing system

• Ongoing bookkeeping  categorizes transactions and reconciles accounts on a monthly basis.

• Monthly financial reporting to timely assess financial  health and performance.

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