We provide tax, accounting and financial services to individuals, families and small business. This includes tax planning and tax compliance for individuals and small businesses, specialized tax and accounting services for estates and trusts, personal financial planning, and Investment planning. Please take a moment to peruse the following web pages to gain a better understanding of how our firm can meet your financial planning needs.
Services
Services
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We provide traditional tax compliance services. This includes federal, state and local personal income tax, and small business tax compliance, such as for C and S Corporations, partnerships and sole proprietorships. We also provide tax and accounting services for estates and trusts, such as estate tax returns and estate income tax returns.
Cloud Cabinet
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Online Document Storage System: The CyberCabinet is an Easy and Secure way to send and store your documents and files over the Internet. The CyberCabinet eliminates the need for Emailing, Faxing, Printing, & Mailing most of your documents & files to us. CyberCabinet is the fastest, easiest, safest and most cost-effective fully-secure way of sharing and storing documents with our firm.
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