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Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.

You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

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Our Services

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Financial Statements

Monthly, quarterly and year-end Balance Sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

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Succession and Continuity Planning

Helping business owners transition their company

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Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

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Business Tax Returns

A variety of small business tax returns are prepared each year.

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Individuals

Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

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Forensic, Investigations, Litigation and Business Valuations

Performing forensic services for litigation support. Establishing the proper value of a small business.

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Merger & Acquisition and transaction Advice

Analysis of purchase price, due diligence and financing schedules are completed as needed.

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Payroll Services

Partial payroll services for small business clients.

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