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SERVICES
Tax Matters

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Income tax preparation (individual, corporate, estates and trusts)
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Sales tax preparation
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Payroll services
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IRS representation
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Tax planning
Investments

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Mutual funds, annuities, 529 plans
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IRAs, 401K, 403B, profit-sharing plans, pensions
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Investment management
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Retirement distribution planning
Accounting Services

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Bookkeeping
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Financial reporting
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Fiscal analysis
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Advice
Insurance

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Estate planning
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Life insurance
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Long-term care
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Eldercare
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