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OUR SERVICES FOR

CPAs, Bookkeepers, and Tax Accountants in Public Practice

As an accountant in public practice, whether that be a CPA doing attestation work, or an Enrolled Agent doing pure tax work,  or a bookkeeper or accountant keeping the books and producing financial statements for your clients, your life is busy. 

Your challenges are many. We know, we’ve been right there with you trying to build our own firm.

Here’s what we’ve been dealing with: (what about you?)

  • Finding (and Then Holding On To) Qualified Staff
  • Finding New (and Then Keeping) Ideal Clients
  • Staying on Top of Constantly Changing Tax Laws
  • Succession Planning
  • and more...

In our firm, we don’t perform federal tax services. We handle state tax issues. State taxes are constantly changing and now more so than ever in history. 

There have been some recent significant changes in the federal area, so all of this can really be daunting. Fortunately, we can help you in keeping up with the state tax changes anyway.

 

Here is how we can help you be successful in helping your clients deal with their state tax issues:

​TESTIMONIALS

​What do our clients think about us

“Your hard work and integrity are refreshing in today’s environment. Your diligent efforts resulted in the obtaining of $97,000. We will continue to work with you in the future. It will cost us money if we don’t.”
Controller, Automotive Dealership

​LET'S WORK TOGETHER

​Book a meeting with the team!

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