Our Services

FOR THE PEOPLE

Individual Services

Tax Planning & Preparation

Personal Finance Coaching

Personal Net Worth Statements

College Savings Programs

Financial Therapy Sessions

Budgeting

Financial Matters Consulting

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Business Services

Business Tax Planning & Preparation

Accounting & Bookkeeping

Budgeting & Forecasting

Business Financial Reporting

Bill Paying & Business Management

Payroll & Sales Tax Compliance

Outsourced CFO Services

QuickBooks Consulting Services

Cash Flow Consulting

Entity Selection & New Business Advisor

Business Startup Consulting

Real Estate - Cost Segregation Studies

Business Owner Wealth Coaching

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