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Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Retirement Planning
Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.
 
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Elder Care
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.
 
QuickTuneup
Whether you need to prepare your books for tax time, a financial review, or you just need to clean up some problem areas, you'll get your QuickBooks running smoothly again with a complete Tune-up.
QuickBooks Tips
Please take a look at these shortcuts and "tricks of the trade" designed to save you time and make your QuickBooks experience even more productive.
 
Buy QuickBooks and Save
Save up to 20% on the newest version of QuickBooks.
Part-Time CFO Services
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
 
Audits - Reviews - Compilations
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
Forensic Accounting
Forensic accounting - also called financial forensics or forensic auditing - is an area of accounting that investigates actual or anticipated disputes.
 
Business Valuation
Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.
Internal Controls
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.
 
Litigation Support
In today's world of increasingly complex litigation you simply cannot do it alone. Your probability of a success increases when you have the expertise of an experienced "court savvy" Certified Public Accountant on your side.
 

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