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PERSONAL & NON-BUSINESS FINANCIAL SERVICES
 

Our specialty is tax planning for the small business world.  We enjoy working one on one with our clients to help ensure their futures. 

We are familiar with all of the newest tax laws and keep you up to date with them.

 

Some of our other tax planning services include:

• Retirement planning
• Development of a personal budget
• Preparation of personal financial statements for loans
• Loan application assistance

Astute tax planning is required when pension and
profit sharing funds are distributed. With the current
complex tax laws, retirement tax planning should be
done before the retirement funds are distributed.

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