Household Services

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Personal Tax Preparation and Filing: We handle federal and state tax filings, ensuring you take advantage of all available deductions and credits to minimize your tax liability.

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Estate and Trust Planning: Safeguard your assets and ensure your wealth is passed on as intended. We offer comprehensive estate and trust planning services tailored to your needs.

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Tax Audit Assistance: In case of an audit, our experienced professionals will guide you through the process and communicate directly with tax authorities on your behalf.

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Business Services

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Outsourced full CFO solutions, including Bookkeeping and Financial Reporting, Tax Planning and Preparation, Payroll Management, Cash flow management, Profitability analysis, and Business Valuation.

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Sales Tax Compliance: We manage your sales tax filings and ensure you comply with state and local requirements.

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Reviews: We perform some analytical procedures and give limited assurance that the financial statements are not materially misstated.

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CPA-reviewed financial statements.

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Strategic guidance in Mergers & Acquisitions.

 

Business Valuation and Exit Planning.

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Startup Services

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Financial Projections and Budgeting.

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Business Formation Assistance.​

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Compliance and Licensing.

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Startup Tax Strategy.​

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Bookkeeping Setup.​

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