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What we do

Let us take the stress out of running your business

Litigation Support

Our job is to help you and your attorney identify, analyze and present evidence.

Learn more about bookkeeping.

Business Valuations

We perform valuations that accurately reflect the value of your company.

Learn more about payroll.

Accounting & Tax

We are here to optimize your taxes, so you save time and money.

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Advice

Finances can be confusing and stressful. We build an authentic, personal relationship that enables us to go beyond just the transactions.

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WHO WE SERVE

Life's better when people understand your needs

Divorce

We specialize in the financial analysis for those going through the divorce process.

Business Valuations

Providing an accurate assessment of the fair market value for a business requires in-depth, specialized knowledge. Our team of accredited/certified appraisers brings this level of expertise to the table.

Professional Athletes

Helping those in the sports and entertainment industry maximize their wealth and reduce taxes.

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From success to succession planning

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In the Loop

Your magazine of
personal finance

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From the firm: Work hard, play hard: Summer edition

Read more about From the firm: Work hard, play hard: Summer edition> ➞

Preserving a legacy: The importance of succession planning

Read more about Preserving a legacy: The importance of succession planning> ➞

How to launch your dream business in 2025

Read more about How to launch your dream business in 2025> ➞
More articles from this issue

QuickReads

Let's talk business

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What you need to know about capitalization and depreciation of business assets

To contribute to the overall financial health of your business, you need to understand asset management and the concepts of capitalizing and depreciat...

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Navigating burnout: Strategies for a healthier you

Navigating burnout is a process. Here's what to look for and how to keep burnout from getting the best of you.

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12 ways to incorporate the human touch in AI

Use these strategies to keep the human touch with AI by balancing the technology with the personalized, human-centric approaches that only you and you...

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