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Our Services

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Explore our service areas.

Packaged Services

Full-Service Accounting Package
Monthly or quarterly retainer services, which include nearly all of our A La Carte services at a discounted rate.
New Professional Package
Designed to help dentists and doctors who are just out of dental/medical school begin their careers with a solid financial foundation.
"Preparing to Sell" Accounting Package
This is our newest service, designed to help you boost your practice's value during your final 3-5 years of ownership.

A La Carte Services

For those clients who don't wish to engage in monthly accounting services, but still need the occasional profit & loss report generated.
Individual Income Tax Returns
We prepare individual income tax returns for over 1,000 people each year.
Business Income Tax Returns
A variety of small business tax returns are prepared each year.
Miscellaneous Tax Returns
There's no shortage of tax return forms. We can prepare them all.
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.
Financial Strategy
Let us help you plan for the future!

Special Projects

Practice Management Consulting
Every team needs a great coach.

Other Services

Speaking Engagements
We are thought leaders and renowned speakers.