Practical Advice, Professional Service, a Timely Relationship
Estate Planning

You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money.

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Tax Return Preparation

Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year.

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Tax Planning

It is our job to see that you pay no more tax than the law requires.

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Financial Services

A Gallup poll showed that 60% of those surveyed worried about their financial future. Let us help you rest assured about your financial status.

Business Consulting

Business problems and their solutions are as varied as the kinds of businesses in existence. There are some issues, however, that every business faces. Whatever your business concerns, we can provide the help you need.

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What We Can Offer

BUSINESS CONSULTING

Whether you are starting a business or operating a going concern, we can help you select the proper organizational structure and help you secure adequate financing. We will work with you and your banker, lawyer, insurance agent, and other advisors to solve your business problems.

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BOOKKEEPING SERVICES

Get services tailored to your needs.

Spend your time building your business - and your profits; let us handle your bookkeeping, recordkeeping, and report filing.

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TAX CONSULTING

Our dedicated tax advisors will explain to you all your legal obligation towards the state regarding taxes so you can fully understand them and to be able to handle them properly without hassle

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FINANCIAL PLANNING

We will advise you how to plan your finance regarding credits, mortgages, retirement, cards, bank accounts, salaries and everything you need to understand how it all works

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More About Services

Spend your time building your business – and your profits; let us handle your bookkeeping, recordkeeping, and report filing.

Where do we begin?

We’ll work with you to identify the services you need. Then we’ll set up a schedule so data is collected, recorded, and handled efficiently and timely.

How much will it cost?

You’re likely to save more than our services cost. Your in-house staff needs will be reduced, so you will reduce associated employee costs such as payroll taxes, employee benefits, training time and expense, equipment and software costs, and employee management costs.

Best of all, your bookkeeping and accounting functions will be taken care of, so you can concentrate on running your business. Contact us for a free estimate of the cost savings for your business.

Business problems and their solutions are as varied as the kinds of businesses in existence. There are some issues, however, that every business faces. Whatever your business concerns, we can provide the help you need.

Whether you are starting a business or operating a going concern, we can help you select the proper organizational structure and help you secure adequate financing. We will work with you and your banker, lawyer, insurance agent, and other advisors to solve your business problems.

We can assist you with loan applications, pricing, credit policies, cash flow concerns, cost controls, and other management issues. We will gladly assist you in reviewing your operations to see what you might do to be more profitable.

A little planning can save thousands of dollars!

You can’t take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money.

You may be surprised what your estate is worth. Add up the value of all your assets. Don’t forget life insurance which may fall into your estate. If your total value exceeds the exemption amount, you should look into what a few simple planning techniques can save your family at estate time. In addition, there is some very effective estate planning ideas that can also cut your current income tax bill.

Start planning and stop worrying!

A Gallup poll showed that 60% of those surveyed worried about their financial future.

There are a few simple steps you can take to help reduce your worries, and we can work with you to create a plan that best fits your needs.

It is our job to see that you pay no more tax than the law requires.

We monitor the changes in the tax law that could affect you and recommend tax saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters.

If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.

There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you.

Today’s tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you will have someone to answer your questions during the rest of the year. And we can put you on our mailing list to receive timely tax, business, and financial advice.

Get more than a tax return!

We can use your tax return and other information to assist you with other financial matters.

If you are in doubt as to whether or not we can assist with a particular problem, just give us a quick call. We do not charge for such calls. If we can’t help you, perhaps we can direct you to someone who can.

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