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OUR SERVICES

PERSONAL & BUSINESS TAX SERVICES

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  • Individual and business tax preparation

  • Bookkeeping and accounting

  • Payroll services

  • Tax planning and business entity optimization

  • IRS problem resolution (tax resolution) and representation

  • ITIN assistance and Acceptance Agent support

  • Business formation, registration, and closing

  • Notary public​

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OTHER SERVICES

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  • Home buyer preparation

    • We help you organize your finances and understand the next steps before speaking with a mortgage professional.

  • Strengthening your credit

  • Practical guidance to review your financial habits, organize your obligations, and prepare an action plan.

  • Retirement planning and preparation

  • Education savings planning​​

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