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- Income tax preparation and planning
- Bookkeeping/Accounting
- Part-time Controller/CFO services
- QuickBooks implementation, and training
- Monthly financial statement preparation
- Banking relationships
- Corporate budgets
- Business plans
- Accounting systems development and implementation
- Assistance with starting a business
- Assistance with obtaining financing
- Cash flow projections
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- Income tax preparation
- Tax projections and planning
- Divorce tax planning
- Retirement planning tax consultation
- Personal financial statements
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