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Individual Services |
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Individual Tax Services
We provide tax planning, preparation and tax problem solving services for individuals. |
Family Office Services
This service includes bill pay and preparation of monthly or quarterly Receipts and Disbursements reports for individuals and closely held businesses. We help ensure our clients adhere to cash flow budgets and retain the liquidity and flexibility to maintain their financial health. |
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Personal Financial Statements
At times an individual is asked to provide a personal financial statement. This statement can be a requirement for an individual to secure funding or possibly to comply with debt covenants along with a myriad of other situations. |
Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. |
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Retirement Planning
Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later. |