Our Approach

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We Want to See You Grow

We approach each engagement from an insightful perspective, focused on our client. We believe in investing time in you in order to understand your specific industry, your unique individual and business needs and your ambitious goals. Our investment in your interests and aspirations equips our professionals with the tools to successfully advise you to help your dreams come to life.

 


Tax Planning and Preparation

Tax Planning and Preparation

When a tax law changes we know about it. We believe in year-round tax planning to help minimize your current and future taxes. We also prepare all federal, state and local tax returns for individuals and businesses at competitive, affordable rates.

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Representation Before The IRS

Representation Before The IRS

Getting a letter from the IRS can be intimidating and confusing. Your early attention to the matter can make a big difference. Bring your letter into us to hear what your next move should be.  Schedule an appointment today so we can handle the IRS for you. 

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Cafeteria Plan Administration

Section 125 Cafeteria Plan Claim Processing

Provide your employees with a reimbursement plan to pay qualified medical expenses with tax-free income. Your employees may qualify to be reimbursed for prescriptions, insulin, daycare expenses for their dependents and even some insurance premiums for non-essential insurances.

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