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Offering a robust line of products to meet your personal and business needs
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Special projects—just in time
QBO Setups and Conversions
Move your accounting from desktop to anytime, anywhere and any device access.
Our proprietary analysis tool will help you choose the right entity and minimize tax burdens.
Business Sales and Purchases
We will design and structure your business sale or purchase to maximize tax benefits.
Retirement and Benefit Plan Analysis
So many choices! We will explain your options so that you choose the best for you and your business.
Nonprofit Tax Exemptions
We help you and your organization secure IRS approval for your exemption from taxes.
Like-Kind Exchange (Section 1031) Analysis
We will run the numbers and explain the rules so that you make the right decision.
In the event of an audit, we will represent your interests as if they were our very own.
Research and Development (R&D) Tax Incentives
We can generate significant tax savings for your business.
Cost Segregation Studies
Increase your cash flow from the acceleration of depreciation on your real estate assets