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Service to the individuals include:

  • Income tax services include the preparation of federal, state, and local filings
  • Income tax planning and projections
  • Income tax estimates
  • Consulting services such as wealth management including the preparation of net worth financial statements
  • Assistance with banking relationships and financing needs

We don't bill our client's for calling us during the year with questions that can be answered within 15 minutes. We feel this is invested time spent learning about our clients and their activities. We want to promote an open relationship when it comes to communication.