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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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Numb to the thought of accounting work? Let us handle it for you.

Optometry

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Professional Service Providers

Get back to what matters most—your professional services enterprise—and let us handle the accounting.

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Don’t know where to start to start up your new business? That’s our specialty.

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In the Loop

Your magazine of
personal finance

From the firm: Stepping into the holiday season

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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>
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