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Individual Tax Services
Our staff have extensive experience providing tax, estate planning and other vital services to high net-worth individuals. We work closely with you in design and implementation to assure taxes are saved and, equally important, that your goals and objectives are achieved. Our services include:
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Business succession planning |
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Insurance sufficiency analysis |
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Tax planning |
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Tax return preparation |
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Bookkeeping services |
With talented people and unwavering commitment to quality service will be helping you. |
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Business Tax Services
Our Business Tax services are designed to meet your business tax compliance and advisory needs. Our tax professionals draw on their diverse perspectives and skills to give you a seamless service.
Wherever you need resources, we can be with you. Our overall approach:
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Builds sustainable tax strategies based on technical knowledge, combined with practical, commercial and industry knowledge |
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Provides the deep accounting and compliance knowledge you need for efficient reporting |
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Helps you assess, improve and monitor your tax function’s processes, controls and risk management |
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Supports you in managing your relationships with tax authorities effectively |
| With talented people and unwavering commitment to quality service will help you build the strong compliance and reporting foundations and sustainable tax strategies that help your business achieve its ambitions. |
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Business Bookkeeping Services
We provide bookkeeping services with qualified people to help in the accounting recording process. This process may be cumbersome but it is a necessity for the preparation of a proper tax return and financial statements. We also help on the daily questions that may arise in areas such as payroll, tax deductibility and other management issues relating to accounting.
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Financial Planning Services
"Financial planning is not a product... it is a process. With the assistance of a planner, clients may use specific financial products, such as insurance or equities, but only as ends to accomplish the goals they have established. The financial planning process is a series of steps taken to help clients accomplish their goals. A qualified financial planner, will first gather and analyze data about a client's income and expenses, taxes, insurance coverage, retirement plans, wills, trusts, investments and other information pertinent to the overall financial situation."
We have financial planners that are qualified and can help you answer the questions that are needed.
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