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Financial Reports

Valuable insights into current finances and plans for long term financial growth 

We offer business owners and financial officers a wide range of assurance and financial reporting services. We work hand in hand with you to help fit your company’s specific financial needs. This puts us in the best position to ensure accuracy, thoroughness and overall client satisfaction.

Financial Reporting Services Include:

  • Personal Financial Statements
  • Audits of Employee Benefit Plans
  • Budgeting and Cash Flow
  • Audits, Reviews and Compilations
  • Operational Audits
  • Projections and Forecasts

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Insights

Answers to Common Tax Questions

Answers to Common Tax Questions

With the April 15 tax filing deadline right around the corner, here are answers to some common tax questions. When will I get my refund? The pandemic and additional stimulus payments will, in all probability, delay refund payments. But as of now here are the old wait...

Organized Business Records Save Time and Money

Organized Business Records Save Time and Money

Here are some suggestions to help you master the art of documenting and organizing your business now and in the future. Document policies and procedures. Write down daily responsibilities, skills needed to complete tasks related to these responsibilities, and the...

Be Prepared For These Pandemic-Related Tax Surprises

Be Prepared For These Pandemic-Related Tax Surprises

Don’t get shocked by a high tax bill! Be prepared for these pandemic-related tax surprises when you file your 2020 tax return. Taxes on unemployment income. If you received unemployment benefits in 2020, you need to report these benefits on your tax return as taxable...

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