Our Services

Complete Tax Planning Solutions

We are not only an Accounting and Dublin CPA, but a full tax and financial planning firm backed by a certified Personal Financial Specialist (PFS) with over two decades of wealth and retirement building experience.

Accounting

Full personal and business accounting services provided by expert CPAs with complete transparency. AICPA member with PFS designation.

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Bookkeeping

Our bookkeeping service is trustworthy and reliable, the first step in business tax savings. Rely on us to do it right. We remove the stress.

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Business Planning

Full financial planning, incorporation services, trademark registration, and registered agent services. We protect your business needs.

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College Planning

College funding plans that cover more than tuition alone. Save time & money as we simplify the complexity of college planning.

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Life Insurance

Life Insurance for college planning, supplemental income, pension plans, asset protection, tax free growth, and distributions.

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Retirement Planning

Comprehensive and flexible retirement planning, including 412(e)(3), IRA plans and other sophisticated options.

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Tax Audit Protection

Assisting with Federal and State returns. We are here to help with interpretation, guidance, and resolution of tax letters.

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Tax Preparation

Comprehensive business, individual tax preparation and minimization strategies by experirenced CPAs commited to saving you money.

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Tax Resolution

Our bookkeeping service is trustworthy and reliable, the first step in business tax savings. Rely on us to do it right. We remove the stress.

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