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Our Services

Audit

  • Financial Audits
  • Compliance Audits
  • Non-Profit Audit
  • Internal Control Audit
  • Reviews
  • Compilation

 

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Tax

  • Individual & Business Tax
  • Tax Planning and Strategy
  • International Taxation
  • State and Local Taxes (SALT)
  • IRS Representation and Tax Resolution
  • Estate, trust, and gift tax
  • Payroll Tax Processing
  • Crude Oil & Natural Gas Tax
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Wealth Advisory

  • Wealth Management
  • Investment Account Management
  • Retirement Planning
  • Employee Benefits
  • College Savings Plans
  • Estate Planning
  • Life Insurance
  • Disability Income Insurance
  • Long-term Care Insurance
  • Fixed, Indexed and Variable Annuities
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Consulting

  • Cost and Management Accounting
  • Entity selection and Business Structure
  • Outsourcing accounting and payroll
  • Credits and incentives
  • Cost segregation studies
  • 1031 exchange
  • Business Valuation
  • Succession Planning
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OUR INDUSTRIES Manufacturing & Distribution

Non-Profit

International Trade

We provide your business with valuable insights derived from industry expertise. Our track record demonstrates our ability to enhance client value by incorporating best practices sourced from a wide range of industries we serve.