With our 8 Wealth Management Approach, we consider the tax implications and accounting concerns surrounding each wealth management issue to provide a more holistic financial plan to our clients.  We offer a variety of tax and accounting services in addition to our wealth management services, and we invite our clients to consider both branches of services because they are highly interrelated.  Please consider the services we provide below and determine your specific needs:

Business Tax & Accounting Services - 

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• Business Income Tax Return Preparation

• Business Personal Property Tax Preparation

• Franchise Tax Filing

• Payroll Services & Tax Filing

• Sales Tax Filing

• QuickBooks & Peach Tree Setup & Support

• Bookkeeping Preparation & Review

• Company Retirement Plan Setup & Management

• Budgeting & Consulting

• Audit Defense

SEE MORE ABOUT OUR TAX PLANNING PROCESS