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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Accounting Support

Outsourcing can provide you with a higher level of expertise.

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Financial Statements

A key component to your future whether selling your business or financing growth.

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Business Plans

We help you choose the right type of entity to help your business while reducing taxes.

Tax Planning

Making the right decisions during the year can save a lot on taxes at the end of it

Tax Preparation

We ensure your individual, business, non-profit, and trust returns are done on time.

Offers In Compromise

We help taxpayers with an unpaid tax debt to negotiate a settled amount.

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Audit Representation

We can stand in on behalf of a taxpayer during an audit.

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Real Estate

We can help you buy, sell, finance, or refinance your house.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  619-475-5542