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Services
CPA accounting advisory
New business formation
Bookkeeping services
Monthly bookkeeping
QuickBooks/Xero setup
Payroll processing
Payroll services
IRS notice and audit help
Sales tax
Tax planning
Tax services
Languages
English
Service areas
Credentials
CPACFPCertified Public Accountant (CPA)Certified Financial Planner (CFP)Certified Tax Coach (CTC)
Client types
IndividualsSmall to medium sized businessesHigh net worth individualsTrustsEstatesS-CorpsC-CorpsLLCs
Tax focus
Tax planningTax preparationTax returns for individualsTax returns for trusts and estatesTax returns for S-CorporationsC-CorporationsLLCsPartnerships
Software tools
QuickBooksQuickBooks OnlineQuickBooks Desktop