Professional Services
The Firm renders professional services to individuals, businesses, and not-for-profit organizations.
Tax Planning and Compliance
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Planning for individual income, gift and estate taxes, and the tax consequences of business transactions
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Complying, including tax return preparation, with Federal and other taxing authorities
Financial Planning
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Developing financial plans to enable individuals, business, and organizations to attain their respective financial goals
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Implementing financial plans through financial management
Accounting
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Compiling or reviewing financial statements
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Auditing financial statements
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"Second CPA firm" services
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