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Client Resources

Client Resources

We know your time is valuable, so we've collected some resources to provide you with links and tools to helpful information. From this page, you can access our Refund Tracker to check refund status, our easy-to-use calculators, or links to other online resources. Select one of the following:

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

 Business Foundation Services

If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and help you set up your accounting systems to most easily operate your business.

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 Our Specialties

Real Estate Professionals

We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with clients focused on the real estate industry, including...

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Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping service-based businesses in a wide range of industries successfully...

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Business Owners

For many entrepreneurs who start their own business, it often becomes clear that managing their company’s finances and taxes can be a full-time endeavor in and of itself—not to mention keeping up with the impact that being a business owner can have on...

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Technology Firms

We are committed to helping you achieve financial success within your technology services firm. Our skilled professionals have years of experience in providing tax, accounting and payroll services to IT professionals. We understand the challenges...

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