Services

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Services 2017-01-26T18:55:56+00:00

Services Offered

We’re here for you all year – not just during tax season – to provide tax and accounting advice and assistance whenever you need it.

Our services for individuals:

Tax planning
Income tax returns
Estate tax returns
Review of the healthcare requirements

Our services for businesses:

Technology selection and implementation of business systems including:
Point of Sale (POS)
Customer Resource Management Systems (CRM)
Accounting System.

Our focus is on helping you integrate your business systems to eliminate redundant operations and provide seamless movement of activities from beginning to the end because without systems you don’t own a business – you are the business. That means if you want to double revenue, you need to double the hours you work. Since you only have so many hours in a day, that limits how fast and how big you grow. Through automation and systemation, you gain leverage which is the key to creating and scaling a high growth business.