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Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.

You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

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Our Services

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Individual Tax Returns

Federal, state and local tax returns and filing instructions are carefully prepared for all my clients each year. My goal is to educate you during your appointment and have you leave well informed and organized with a folder designed for easy reference a

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Business Tax Returns

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

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Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

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Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

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Bookkeeping

Complete bookkeeping services for small businesses.

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Business Valuations

Establishing the proper value of a small business.

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Financial Planning

Full service Financial Planning for future goals.

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