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Services
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Finances
We help you prepare for the yearly tax season; Individual, Business, Estate and Probate Returns. Need Financial Statements, Payroll or Write-Up preparation? We do those too!
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Planning
Our customers can take advantage of our Personal Financial Specialist to help them with their Estate Planning, Real Estate, Retirement, Insurance or other Planning needs.
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Consulting
As Quickbooks Pro Advisors, we provide clients with instructive service on several software platforms. Also done on-site are: Notary Services and Secure Document Shredding.