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Services Offered


We offer optimal financial solutions to meet the accounting and bookkeeping needs of all kinds of small businesses. We’ll keep your finances organized and up to date while you focus your efforts on core business issues. And we’ll deliver regular, meaningful, financial reports to make sure you always have a clear financial snapshot of your business.


We provide tax compliance and consulting services to individuals, businesses, trusts, and estates.  You can rely on us to carefully review your tax situation, find the most beneficial tax strategy, and accurately prepare all the necessary forms.

We will work with your other business advisors or directly with you to ensure that your tax plans and strategies are coordinated with your other objectives and goals.


We provide legal services to individuals including the drafting and review of wills, trusts, durable powers of attorney, and health care directives.  We support business entities by reviewing and drafting legal documents (contracts, business entity agreements) and by providing business entity formation services.

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Find comfort in knowing an expert in accounting is only an email or phone-call away. (954) 804-7246

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