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

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Bookkeeping & Payroll

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We believe high-net worth families should be treated as a business enterprise.

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Privately Held & Family Businesses

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Everything you need to know about 1099s

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From the firm: Embracing year-end opportunities

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Year-end financial checklist: 20 must-do's you can’t afford to forget

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A guide for the unpredictable job market

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QuickReads

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Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

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Two business women looking at a piece of paper and smiling.

What you need to know about capitalization and depreciation of business assets

To contribute to the overall financial health of your business, you need to understand asset management and the concepts of capitalizing and depreciat...

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