Our Services

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How can we help you?

We perform compilation engagements for small and mid-size businesses on a monthly, quarterly or annual basis and complete business tax returns.

We work closely with our clients to prepare their individual tax returns, as well as provide ongoing tax planning and advice throughout the year.

Since most small businesses do not have a CFO, we are here to fill that role for our clients. We can assist in a variety of ways including costing/forecasting for your business, assistance with your business exit strategy and as a sounding board for your business ideas.