Our Services

Comprehensive financial solutions for individuals, families, and businesses

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Individual Tax Preparation

Expert preparation of personal tax returns to ensure accuracy and maximize your refund.

Federal and state tax returns
Itemized deduction optimization
Tax credit identification
Prior year amendments

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Business Tax Services

Comprehensive tax solutions for businesses of all sizes, from sole proprietors to corporations.

Corporate and partnership returns
Quarterly estimated tax planning
Sales tax compliance
Entity structure optimization

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Bookkeeping & Accounting

Organized financial records that give you a clear picture of your business health.

Monthly bookkeeping
Financial statement preparation
Accounts payable and receivable
Bank reconciliation

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Business Consulting

Strategic guidance to help your business thrive and plan for sustainable growth.

Business formation and structure
Financial forecasting
Cash flow management
Growth strategy planning

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Tax Planning & Strategy

Proactive tax planning to minimize your tax liability and maximize your wealth.

Year-round tax planning
Retirement account strategy
Investment tax optimization
Estate and gift tax planning

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IRS Representation

Professional representation and support if you face an IRS audit or notice.

Audit representation
IRS notice response
Tax resolution services
Payment plan negotiation