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Service Offerings

Accounting & Advisory

Entrepreneur Compliance

Controller Services

Executive CFO Services

Succession Planning

Mergers and Acquisitions

Business and Practice Valuation

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Tax Compliance & Planning

Tax Planning and Preparation

IRS Representation

Tax Advantaged Investment Strategies

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Investments & Retirement

Fee or Commission Accounts

Retirement Strategies:

Defined Benefits Plans Strategies

401(k) & 403(b) Plans

Traditional, Roth, SEP, or Simple IRAs

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Personal Life Insurance

Key Person Life

Buy / Sell Agreements

Disability Income Insurance

Long-Term-Care Insurance

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