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Exclusive Services

We offer a wide array of services for individuals, businesses and nonprofits. Whether you need assistance related to tax filing, bookkeeping or any other financial matter, we would love to help. Scroll down to learn more about what we offer.

Tax Preparation

Let us assist with preparing your current or prior year income tax return.  We are proficient in individual, business, estates, trusts, and non-profit returns.

2

Tax Planning

Want to get a better idea on your refund or balance due for next year?  Let us help you by walking through a projection of your income and deductions for next year.  Based on the results, we can help you fine tune your results for next tax season.

3

Tax Notice & Audit Representation Service

Have you received a notice from the IRS or Department of Revenue?  We can help review the notice with you and help you craft a response to the IRS or DOR.  We can't promise to resolve every issue, but we will do what we can to come to a mutually agreeable solution.

4

QuickBooks Consultation

Are you looking to set up QuickBooks Online for your business?  Do you already have an account, but need help setting it up?  We can help you set your account to better run your business.  We also offer training to assist your staff in learning the software.

5

Bookkeeping

Keeping your books shouldn't keep you from running your business. Let us work with you to keep your books in order so you can do what you do best.  Serve your customers.

Let's Work Together

An Important Step toward Financial Success

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