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Advice and Planning

We believe that proper planning and consideration of business and personal financial decisions is a very important function of each client relationship. Whether you are now getting a business started, planning to transfer ownership of your business, or plan for your retirement and future financial security, we can help you. Our focus as your CPA is to help you make advantageous decisions and, since we don't have a financial product or security to sell, we don't have a vested benefit in pointing you toward one type of investment or another. 

  • Income Tax Planning

  • Business Transition Planning

  • Retirement Planning

  • Investment Planning

  • Children's Education Planning

  • Estate Planning

  • Cash Flow Analysis - for business investment decisions

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