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Professional Accounting and
Tax Services for Individuals


Financial & Retirement Planning

Personal Money Management

Personal Financial Statements

Strategic Planning

Wealth Transfer Planning

Estate & Trust Planning


Multi-State Income Tax Returns

Federal Income Tax Returns

Estate & Trust Tax Returns

Gift Tax Returns

Quarterly Estimated Payments

IRS Assistance

Tax Planning

Other Services

Don't see what you need? Just give us a call or send us an e-mail and we'll see what we can do to help you!

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