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FINANCIAL PLANNING AND INVESTMENT

FINANCIAL PLANNING AND INVESTMENT

What is an independent financial advisor, and why is it essential to have one working on your side? Let our professional team show you the answer and direct you towards success.

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Additional services offered:

  • Individual Tax Return
  • Business Tax Return
  • Payroll Service
  • Invoicing Customers
  • Financial Performance Report with KPIs
  • Tax Planning/Projections/Strategy
  • Business Advisory Services
  • Prior Period Catch-up or Clean-up 
  • 1099 service
  • QuickBooks Conversions or Setup
  • Custom reporting
  • Ad Hoc or Special Projects
  • Other business returns (i.e. sales tax)
  • Human Resources