Business capital and operational planning including projections and budgeting. Assisting clients set up efficient financial reporting systems that work. Provide training to client in-house accounting staff to provide information that is necessary in making wise financial decisions.

Quarter end and year end accounting system account analysis. Compilation, Review and Audits of financial statements. Proactive income tax planning including projections and assistance with planned transactions. Individual federal and multi-state income tax compliance. Estate tax planning and estate administration support. Corporate, Partnership and Fiduciary federal and multi-state tax compliance.

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