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A Professional Corporation
Established 1989

Trust. Value.Results
Our Mission
To add value for business owners, investors, and individuals looking to grow their wealth and reduce taxes by saving them time & money and providing peace of mind through our services, strategies, and education.
Tax preparation, planning, strategy, accounting, bookkeeping, financial statement, business valuation, and cost segregation services in all 50 states.
Monthly Newsletter
Emailed the 1st Wednesday each month
Secure File Upload
For large or sensitive files
Free Consultation
Let's connect to see if working together makes sense
Client Portal
Access your accounting reports, tax returns, etc
Tax Planning & Strategy Videos
Year-End Tax Planning & Strategy Summary
Retired Roger - Tax Planning & Strategy
High Net-Worth Helen - Tax Planning & Strategy
Self-Employed Sheila - Year-End Tax Planning
Investor Irwin - Tax Planning & Strategy
Employee Ed - Tax Planning & Strategy
Real Estate Investor Specific Strategies:
Video: Tax Strategies for
Real Estate Investors
Video: Typical and
Nontypical Deductions
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