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Integrated Packages


My integrated approach toward my client finances allows them to minimize their tax burden, increase profits and reduce time and stress over assessing their financial position.  

All accounting, tax and advisory plans allow you to access your financial data from the web. Everything is maintained on the cloud using 2 factor authentication.  I make every effort to ensure my client accounts are proactively managed.  For Tax-Only annual filing services see our Tax Filing Plans.

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