DEADLINE FOR SUBMITTING TAX DOCUMENTS & INFORMATION IS MARCH 12, 2025.

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What we do

Let us guide you toward a healthy financial future

Tax

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

Learn more about tax.

Advisory

Finances can be confusing and stressful. We build an authentic, personal relationship that enables us to go beyond just the transactions.

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Investments & Wealth Planning

There’s never a better time to plan for your financial future than now. Let us help you achieve your financial goals.

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WHO WE SERVE

Life's better when people understand your needs

Small Service-based Businesses

Make your financial life work, so you can focus on the reasons you went into business in the first place.

Individuals

We are here to help reduce the burden of tax season.

Independent Contractors & Freelancers

We’ll construct a plan to help lead you toward financial success.

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Maximizing your tax refund: A strategic guide to tax planning

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From the firm: Making tax season work for you

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Protect your business: Your essential cybersecurity checklist

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Sales tax in 2025: What small business owners need to know

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QuickReads

Let's talk business

Your launch list for e-commerce business success

An e-commerce business allows you to tap into the growing online marketplace. Learn what you need to consider when launching an e-commerce business.

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Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

Read more about Protecting your personal and business data: Essential security tips from your trusted advisor ➞

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

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