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Taxation Services

Individual, Corporate, LLC, LLP, Trust and Partnership Tax Return Preparation

Ongoing Write-up Bookeeping, including Bank Reconciliation and Financial Reporting

Gift and Estate Tax Return Preparation

Defending Clients in Sales Tax, Federal and All State and Local Tax Audits

Bill Paying for On the Go Clients

Payroll Tax Return Preparation

Sales Tax Return Preparation and Analysis

End of Year Projections

Financial Statement Analysis

Portfolio Maintenance for Securities

Year Round Tax Planning and Adjustments