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What we do

Let us take the stress out of running your business

Advice

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.

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Accounting

You run your business. We’ll run your numbers.

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Tax

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

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Payroll

Avoid payroll filing issues and day-to-day processing by handing complex payroll work over to us.

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WHO WE SERVE

Life's better when people understand your needs

Dentists

We provide practical, strategic insight into the numbers to keep you financially strong.

Doctors

Get back to your patients and let us handle the accounting.

Veterinarians

Complex accounting isn’t your passion, but it is ours.

Professional Service Providers

We are committed to helping professional service providers build successful enterprises.

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How to work securely with your accountant during tax season

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In the Loop

Your magazine of
personal finance

From the firm: Stepping into the holiday season

Read more about From the firm: Stepping into the holiday season> ➞

Choosing your 401(k) pathway: A guide to a golden retirement

Read more about Choosing your 401(k) pathway: A guide to a golden retirement> ➞

Withholding 101: Navigating tax withholding for individuals

Read more about Withholding 101: Navigating tax withholding for individuals> ➞
More articles from this issue

QuickReads

Let's talk business

How to feed a diverse group of eaters at holiday get-togethers

Curate a menu to help all your guests have a joyful and satisfying holiday feast, no matter their dietary preferences or restrictions.

Read more about How to feed a diverse group of eaters at holiday get-togethers ➞

The best time to start saving for college is…now

College is pricey. But when’s the best time to start saving? Spoiler: It’s sooner than you think.

Read more about The best time to start saving for college is…now ➞

9 tips for juggling back-to-school season

School bells are almost ringing again, and we’ve got tips to help you get geared up for the school year.

Read more about 9 tips for juggling back-to-school season ➞

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