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Put Us On Your Team!

Having an experienced guide at the various stages of your financial life can make building financial security for yourself and your family much easier to do. We have that experience and can help you to utilize your resources effectively as you work toward your goals. Put us on your team and use our expertise to minimize your worry and stress.

Our professional services include:

Tax Planning and Preparation

We will prepare all required tax returns and ensure that you are paying the lowest taxes possible. You'll benefit from the fact that we keep up to date on the ever-changing tax laws. You'll be advised of changes that will affect you and of tax-saving opportunities for your unique situation.

Investment Review

If you are saving for retirement or a child's education, or investing to meet other financial goals, we can help. We will assist you in structuring your investments to achieve a greater return with no more risk than you wish to take, and we will review your program regularly.

Business Management

Whether you're starting a new business or seeking to improve profits in your existing business, you'll find our business experience helpful.

  • We will review your organizational structure to be sure you're operating in the form that's best for your business and tax situation.
  • Improving cash flow, controlling costs, setting prices and credit policies, securing financing - whatever your business problems, we'll work with you to find solutions.
  • We can prepare compilation, review, or audited statements according to your needs. And you’ll have our help in using these statements to increase your business profits.
  • Record keeping and accounting systems can be designed to suit your needs
  • All reports to state and federal agencies, payroll reports,journals, and general ledgers will be prepared accurately and timely as a part of our complete service to you.
  • Business succession

Financial and Estate Planning

As your financial consultants, we will work with you to increase your personal wealth. Our services include net worth analysis, trusts, family gifting, college funding, retirement planning, and family business transfers.

We will plan with you to minimize estate taxes. Estate taxes are no longer a problem that affect only the very wealthy. Considering the value of your home and life insurance, your estate may already be facing a sizable tax! We will serve as coordinator of your estate planning team to help you accomplish your objectives at the least tax cost.

Other Professional Services

A good accountant gives you more than a tax return! Among the other services we provide which you might find profitable:

  • Tax Planning and Preparation
  • Business Problem Solving
  • Financial Statements
  • Business and Development Services

Professional Concern

Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional.

We give your problems top priority. Your tax, business, and financial matters will get timely, professional attention. And our Code of Ethics assures you that all your information will be kept confidential.

It's your move!

Call us, so we can discuss your financial and tax concerns. We will help you determine where you can profit from our assistance.

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