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SERVICES

Designed to Meet Every Client’s Needs

Filling Out Tax Form
Couple Sitting with Financial Advisor
Working Alone at Desk

Comprehensive tax return preparation for individuals and businesses, ensuring accurate filing and maximum savings.

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  • Maximize deductions and credits

  • Federal and state returns

  • Year-round support

Tax Preparation
and Filing
(Individual & Business)

Tax Resolution

Personalized help resolving tax debt and disputes with the IRS or state agencies.

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  • Back taxes, penalties, and interest

  • Installment agreements and settlements

  • Prevent liens, or levies

  • Expert guidance every step of the way

IRS and State Audit Representation 

Experienced audit support to protect your rights and minimize exposure.​

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  • Direct representation 

  • Full preparation and documentation review

  • Minimize or eliminate penalties

  • Peace of mind during audit process

Offer in Compromise / Collection Appeals

Settle tax debt for less or appeal unfair IRS actions through official resolution channels

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  • Quality for reduced tax liability

  • Stop aggressive collections

  • Handle appeal filings and negotiations

  • Personalized financial analysis

End-to-end financial management for your business, from daily transactions to big-picture reporting.

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  • Track income & expenses

  • Monthly reports and bank reconciliations 

  • Financial statement preparation

  • Budgeting and forecasting

Bookkeeping & Accounting Services

Payroll Services

Reliable payroll processing to keep your employees paid and your business compliant

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  • Paychecks, direct deposit, and filings

  • Payroll tax calculations and reports

  • W-2 and 1099 preparation

  • Compliance with labor and tax laws

Business Tax Consulting

Expert tax planning and advisory to minimize liability and optimize structure.​

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  • Year-round tax strategies

  • Entity structure analysis

  • Maximize deductions and credits

  • Support for new and established business

Business Formation Services

Start your business the right way with guided setup and filing support​

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  • Business name selection

  • State registration and required filings

  • Help choosing the right entity type (LL, S-Corp, etc.)

  • Ongoing compliance to mantain good standing

Your Partner in Growth

Focused on Results and Satisfaction

Financial District

SATISFACTION GUARANTEED

Services Tailored to Your Needs

Accountant at Work

PROFESSIONAL APPROACH

One of the Sectors We Know Best

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