Accounting is far more than handling taxes. We work closely with our clients, establishing a comprehensive strategy that will maximize efficiency and minimize waste year-round. The first step in this process is gaining a thorough understanding of you and your business, so that we can suggest creative financial solutions that improve operations and allow you more time to focus on running your business day-to-day.

With over 75 years of experience and diverse financial expertise, we can help you recognize and correct a broad range of issues that affect businesses of all sizes. Whether yours is a new or established organization, we will help you find a path to more efficient management and long-term success.

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December 3, 2019

Asset protection is just as important as tax planning

Like many financially savvy individuals, you’re probably already thinking about filing your tax return next year. But don’t overlook another critical and equally important aspect of financial planning: asset protection. Here are some fundamental strategies to consider. Buy liability insurance Liability insurance policies help protect your assets from the financial risks associated with personal liability … Continue reading Asset protection is just as important as tax planning

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December 3, 2019

Year-end tax and financial to-do list for individuals

With the dawn of 2020 on the near horizon, here’s a quick list of tax and financial to-dos you should address before 2019 ends: Check your Flexible Spending Account (FSA) balance. If you have an FSA for health care expenses, you need to incur qualifying expenses by December 31 to use up these funds or you’ll … Continue reading Year-end tax and financial to-do list for individuals

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December 3, 2019

5 last-minute tax moves for your business

The days of the calendar year are vanishing quickly, but there still may be some last-minute strategies that business owners can use to lower their 2019 tax bills. Here are five to consider: Postpone invoices. If your business uses the cash method of accounting, and it would benefit from deferring income to next year, wait until … Continue reading 5 last-minute tax moves for your business

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