Our
Individual & Business
Accounting Services

Tax and accounting services tailored for the
needs of individuals and businesses.
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Serving our client’s needs on a personal level allows them to receive the proper guidance for their situation. Our services are then tailored to achieve the perfect balance of creative vision and compliance.  

The goal is to decrease tax liability, increase cash flow, and provide clarity on their financial outlook through a diversified set of services.

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Business Accounting

  • Accounting and Bookkeeping Support
  • Outsourced Controller and CFO
  • Cash Flow Management and Budgeting
  • Financial Projections and Forecasts
  • Inventory and Job Costing Support
  • QuickBooks Software Support (Desktop and Online Versions)
  • Training & Education
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Tax Planning

  • Business Tax Reporting (Federal and Multi-State)
  • Individual Tax Reporting (Federal and Multi-State)
  • Trust Tax Reporting (Federal and Multi-State)
  • Tax Planning and Projections
  • Business Entity Selection
  • Payroll Setup & Support
  • Preparation of Contractor Form 1099s

Tax Related Resources

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