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Individuals

For over forty years, we have provided tax and financial planning, estate services, retirement planning, gifting and wealth planning assistance to thousands of individuals, including young, working couples; individuals in mid-life building their careers and wealth and planning for retirement; and retired couples focused on gift and estate planning. Many of these individuals are the owners or former owners of businesses, which also rely on our commercial solutions for success.

We can offer you a myriad of financial advisory services that address your needs.

  • Tax planning & projections
  • Succession planning
  • Retirement planning
  • Gift planning
  • Education expense planning
  • Estate planning
  • Preparation of returns for income tax, trusts, gifts & estates
  • Representation before the IRS
  • Preparation of personal financial statements
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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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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