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Tax Services

We identify key tax planning opportunities to minimize both your current and future tax liabilities. Our individual and business clients should take advantage of our tax knowledge and planning skills throughout the year. Tax services offered include but are not limited to:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • Acquisitions
  • Dispositions
  • Succession planning

Cash Flow & Budgeting Analysis

We forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.