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CERTIFIED PUBLIC ACCOUNTANTS
SERVICES
TAX
SERVICES
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Individual Taxes
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Business Taxes
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Fiduciary/Trust Taxes
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Gift Taxes
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Stock Option and Restricted Stock Planning
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Tax Planning for Major Life Events
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Information Tax Returns
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Charitable Giving Strategies
ACCOUNTING
SERVICES
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Small Business Accounting
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New Business Formation
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Internal Controls
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Cash Flow Management
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Strategic Business Planning
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Sales Tax Reporting
FAMILY OFFICE
SERVICES
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Estate Planning
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Trust Planning
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Wealth Preservation
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Foundation Management
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Custody Account Arrangements
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Relocation Strategy
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