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Bookkeeping

Bookkeeping is the least enjoyable part of running your business. Let us take it off your hands.

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Tax

We are here to optimize your taxes, so you save time and money.

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Our job is to help make payroll effortless, so you have more time for the work you really want to do.

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Finances can be confusing and stressful. We build an authentic, personal relationship that enables us to go beyond just the transactions.

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Real Estate

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Dentists

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Professional Service Providers

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QuickReads

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New Postmark Change Impacts Tax Filings, Extensions, and More

A quietly released USPS postmark change update is changing how postmark dates are defined and applied, creating real problems for taxpayers.

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closeup of many US social security # cards

Social Security Changes in 2026: What Retirees and Workers Need to Know

As 2026 begins, several updates to Social Security rules and benefits are taking effect, such as the full retirement age is now 67 for anyone born in...

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stacks of coins sprouting plants increasing in size next to a piggy bank

Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026

For years, workers nearing retirement could decide whether to take the immediate tax break of pretax savings in their 401(k) plans or build tax-free i...

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