Our Services

Our firm offers a wide range of services to our individual and business clients. Our goal is to address each client's unique needs with personalized attention and provide the best possible service. Our Services page lists all of our services. Please inquire about a service if you do not see it listed. Below is a partial list of our services we offer. Please feel free to contact us about a service if you do not see it listed here.

Business Services

Business Services is a full service business coaching, consulting and brokerage firm addressing the needs of small and mid-sized businesses. With our innovative solutions, we have helped businesses operate more efficiently and increase profitability and value.

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Tax Services

We prefer to take a proactive compared to a reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

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