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Tax Management
Tax Services
Tax Services
Guide clients through a full range of tax preparation, tax planning, and tax management decisions. Together we will develop strategies to minimize tax liabilities, maximize cash flow, and to meet and exceed their financial goals.
Financial Planning
Estate Planning and Trust Planning
Support for Small Business Taxes
Audits
An in-depth examination and confirmation of account balances, inventories, and selected transactions.
Reviews
Ensure the integrity of your data with a tax review to assess the liquidity of your business. This involves inquiries into your finances followed by analytical procedures that confirm financial statements.
Compilations
This will not entail the same level of investigation, or yield the same information as an audit or review, but it may inform tactful adjustments to your accounting records. This is usually requested for internal purposes.