Our "Real Time" bookkeeping updates your Financial Dashboard daily so that you have timely, accurate information to help you run your business. We also offer Outsourced Controller or CFO services.
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From Individual 1040's to complex returns for Trusts, Partnerships, Corporations and Oil & Gas Royalties we can help you navigate today's complex tax laws.
Tax Guidance »
"Why didn't MY CPA tell me that?" We hear that a lot from our Tax Strategy clients. Tax Strategy and tax preparation are very different business engagements.
We ask a lot of questions to understand your world and build a plan tailored to your objectives. We live in a fast and increasingly complex world, so we work with your legal and tax advisors to lower the complexity of your financial life.
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