Tax Prep & Planning

We offer years of expertise, knowledge & research on the latest tax laws & code changes.
• Minimize Tax Liabilities
• Reach Your Financial Goals
• Individual, Business & Not For Profit Consultation & Advice

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Tax Prep & Planning

Accounting Services

Make sure your business has the most accurate, up to date financial information to help you reach your goals.

• Accurate Recordkeeping & Reporting
• Initial Accounting Setup
• Complete Payroll & Bookkeeping Services

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Accounting Services

Assurance Services

We provide both Review and Compilation services, as well as:

• Personal Financial Statements
• Fair Market Value Financial Statements
• Projected Financial Statements.

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Assurance Services

Financial Planning

Strategies to lesson taxes & reach financial goals.

• Tax-free Investments
• Taxable Investments

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Financial Planning

Estate Planning

Plan for a successful transfer of your estate and assets to the next generation with minimized estate taxes.

• Succession Planning
• Transfer of Assets

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Estate Planning
Client Resources

Information, Links & Other Resources
to Help You Meet Your Business & Individual Financial Goals

Taxes Taxes
Information to help you manage your business and personal income taxes, including links to helpful forms & publications, your refund status and more. 

Visit Tax Resource Center

Business Business
Handy resources and links to help you manage your business, including filing your Annual Report, obtaining an Independent Contractor’s License, and more.

Visit Business Resource Center

Affordable Care Act Affordable Care Act
Help understanding and meeting the requirements of the Affordable Care Act, including its implications for your family, employees and business.

Visit Affordable Care Act Center

Agriculture Agriculture
Information and links of particular interest to our area’s farmers and ranchers, including Livestock Brand Rerecording, a Farmer’s Tax Guide, and more.

Visit Agriculture Resource Center

Payroll Payroll
Quick access to payroll information, including state and federal withholding tax tables, tax payment sites, Forms W-4 and W-9, and more.

Visit Payroll Resource Center