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Estate Planning

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Tax Preparation and Bookkeeping

Tax Preparation: Are you looking for a CPA firm that is brilliant and will advise you what to do, versus you asking what to do. Allow our team to develop a plan that mitigates the cost of taxation. Typically, taxes are the largest expense on most businesses but get the least amount of attention from you because you may think you have an inability to control tax.

We welcome the challenge of strategizing for you to reduce this often unnecessary expenditure and find ways to place additional cash flow into a safe environment for your financial success.

Bookkeeping: Do you depended on your bookkeeper to make sure your books are in order and done accurately, only to find that they are just entering information with no coaching or advice throughout the year?

We will not be the company that you only hear from after the tax year has ended to inform you on how much you owe or the refund you may expect to receive. Our team of CPA’s and strategists engineer your plan, oversee the books, and give continual guidance and advice throughout the year.

We can be a one stop shop or we can be interwoven into the team of advisors you have now and wish to keep.

What is Your Next Step?

For immediate analysis of your situation and the best strategy for your investment interests,
call or email us today.

Tel: (775)-846-0967