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Our Services
1
Compliance
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Individual Federal & State Income Tax Reporting
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Business Tax Preparation
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Foreign Income & Asset Reporting
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Trust & Estate Reporting
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Gift & GST Tax Filings
2
Planning
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Tax Projections
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Business Entity Planning
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Foreign Tax Compliance Planning
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Gift & Transfer Tax Planning
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Stock Option Planning
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Retirement Planning
3
Accounting Services
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Monthly Reconciliations
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Quarterly Reconciliations
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Financial Reports
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Data Entry & Imports
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QuickBooks Management & Customized Reporting
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