Accurate Accounting. Creative Thinking.

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Planning and Other Services

  • Tax planning and projection for corporate and individual tax returns
  • Year-end bonus planning for business owners and staff
  • Business analysis for billing, collection, accounts payable, and budgeting
  • Assistance with succession planning and mergers and acquisitions
  • Representation before IRS, and state and local tax authorities

If it involves any financial aspect of your business, we’ve done it. If there is a service your interested in that is not listed, please contact us about it.