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Bookkeeping

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Financial Statements

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Business Tax Returns

A variety of small business tax returns are prepared each year.

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Tax Planning

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Business Valuations

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NEWSLETTERS

Client Update Newsletter: April 2024

If it seems like our tax code is complicated and confusing, well, it’s sort of true.And Congress keeps adding to this complexity with what seems like an ever-growing list of what is and is not taxable. With the April filing deadline right around the corner, this month’s newsletter has a fun quiz to test your knowledge about what our tax code says is subject to income taxes.There are also some great tips to help keep your plethora of passwords under control, ideas to help steer clear of common household accidents, and digital skills for today’s kids.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more

Client Update Newsletter: March 2024

Missing tax documents can mean missing the date you're hoping to get your tax refund. In this month’s newsletter, read about common tax items that if missing, could cause a delay in filing your return.Also read through several ideas for building an emergency fund when money is scarce, ideas to consider when interest rates change, and the perils of too much social media.Please enjoy the information and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help. Read more

Client Update Newsletter: February 2024

Tax surprises are never fun, especially when they occur when you’re preparing a tax return. In this month’s newsletter, read about six surprising items that you may not know are taxed. Also read through several tips for improving your credit score, avoiding penalties when withdrawing from retirement accounts, and giving your brand a personal boost.Please enjoy the information, and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help. Read more