Financial Consultation that Matters

Meeting your Accounting Tax Planning Financial Management Needs

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Meeting Business & Personal Needs

Our firm offers a wide range of services to our individual and business clients. We personalize our services to meet the taxation and financial objectives of our clients. Our commitment to our clients is outstanding and we dedicate the individual time necessary to listen to our clients’ unique financial, taxation and business needs. Here are some of the services offered:

Accounting & Financial Management

Accounting and Bookkeeping Financial Statement Preparation Cash Flow Management & Planning Monthly Budget & Analysis Asset Acquisitions Risk Management

Tax Services

Federal & State Income Tax Preparation Local Business Tax Compliance Tax Planning Audit Representation

Financial Planning

Long Term Funds Estate Planning Retirement Planning Investment Review

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