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Tax Planning
- Federal and state income tax planning and filing
- Trust and estate tax planning and filing
- Assist attorneys with estate planning
Advising
- Transactional business advising, such as the sale, purchase, or reorganization of a business
- Advising on accounting software, controls, and procedures
- Advising on payroll processes and solutions
- Provide entity start up considerations and tax planning
- Personal financial planning
Valuation
- Business valuations
- Valuations for estate planning and administration
- Litigation support