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We are business doctors.

We do this through risk management, tax savings, and taking a proactive approach to achieve present and long-term goals.


Tax Compliance

Tax preparation, tax resolution, and state & local filings are made easy through our cutting edge technology, structured process, and clear expectations.

Multiple levels of review ensure high-quality returns are filed without errors and missed opportunities.

Tax Planning

Take a deep dive into your tax situation with our top tax experts. We correct issues in the past and plan for today and the future. You'll receive a tax plan with actionable strategies and recommendations.

Stop guessing, start implementing, and save money.

Accounting & Consulting

Outsource your accounting needs so that you can spend more time on growing your business. We'll build an accounting system and maintain it on an ongoing basis.

We help you make decisions with transparent financial reporting. Show your investors that you run a professional business.

What makes us better?

Our associates will have constant communication about their projects, 24/7 access to documents, the ability to electronically sign nearly everything, all associates will have at least 1 planning meeting, and value based billing that is known before a project is started.

We excel at tax planning for the purpose of reducing our customer’s overall tax and multi-state tax burden.

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