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OUR SERVICES

INVESTMENTS & TAXES 

Financial Services

Financial Services


Taxes & Bookkeeping

Taxes & Bookkeeping

  • Individual Tax Planning & Preparation
  • Business Tax Planning & Preparation
  • Estate & Gift Tax Planning & Preparation
  • IRS Representation
  • Maintenance of Bookkeeping
  • Reconciliation of Bank Accounts
  • Chart of Accounts
  • Inventory
  • Accounts Receivable & Payable
  • Year-end Processing
  • Asset Management
  • Internal Controls
  • Tax Liability Tracking & Payment
  • Sales Tax Tracking & Payment
  • Payroll
  • QuickBooks
Investment Products

Investment Products

  • Bonds
  • Common Stock
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Government-Backed Securities
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Variable Annuities

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