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Services

We offer a wide range of interrelated services, including tax, audit, business advisory, wealth management, and consulting services, to a variety of individuals and businesses.

Our services include:

Advisory Services

We specialize in various types of management consulting services, from accounting to marketing to mergers and acquisitions, for all businesses and not-for-profit entities.

Audit & Assurance

In our role as an independent auditor, we examine client’s financial statements to determine several factors.

Client Accounting Services

Our Client Accounting Services (CAS) team is focused on providing the accounting and financial functions that are critical to your business.

Financial Insight | Big Data

We recognized the value to our clients early on and have made the investment in the talent and tools needed to make Big Data accessible to our firm and our clients.

Marketing Services

We learn about your business, your goals, and your needs.  By asking pointed questions we can be sure to make marketing recommendations that are custom to you.

Payroll Solutions

We believe the key to providing outstanding Payroll solutions is to personalize it to meet your specific needs.

QuickBooks® ProAdvisors

Our team of Certified QuickBooks® ProAdvisors is here to help streamline your QuickBooks utilization and organization.

Tax Services

We are staffed with personnel experienced in all fields of taxations, with the core objective to minimize tax liabilities through effective planning.

Wealth Management

Our in-house financial planner will work with you to create a plan for your future with a method that works best in order to reach your specific financial goals.

Industry Expertise

We specialize in providing outstanding service to individuals, private businesses, government agencies and not-for-profit entities functioning in various industries.

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