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BUSINESSES

Whether you’re a large international corporation, a growing mid-sized business or a start-up on a shoestring budget, we can help your company navigate the difficult financial waters with peace of mind and confidence.

INDIVIDUALS

We understand that your financial goals are uniquely yours. For this reason, we believe our professional guidance should also be unique; developed and applied especially for you.

ESTATE & FIDUCIARY

Sharing our recommended methods for form preparation, discussing best ways to gather information from trustees and fiduciaries, and reviewing the potential impact of various election options.

TAX PLANNING

Businesses pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
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01

TAX AUDIT REPRESENTATION

We handle it all for you so that you don’t have to take time away from your business to handle the bureaucracy and paperwork of the IRS.
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02

BOOKKEEPING ASSISTANCE

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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03

ACCOUNTING ASSISTANCE

Our expert staff uses computer software to check and recheck your tax return, identifying potential problems the IRS may look at more closely.

IRS AUDIT

You simply forward the notification of an audit to us and we then will facilitate the entire process for you. Rarely do our clients even have to talk with the IRS.

TAX PLANNING & COMPLIANCE

Throughout the year, we work closely with our clients to perform quarterly forecasts so that we are better prepared and informed to help each client achieve the greatest level of success.

Countdown to Tax Deadline - April 18, 2017

“Chuck provides an outstanding work product and professional counsel.  I value his advice and friendship immensely.”