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Accounting

Accounting is the least enjoyable part of running your business. Let us take it off your hands.

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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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Payroll

Our job is to help make payroll effortless, so you have more time for the work you really want to do.

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Tax

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

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Maximizing your tax refund: A strategic guide to tax planning

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From the firm: Making tax season work for you

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Protect your business: Your essential cybersecurity checklist

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Sales tax in 2025: What small business owners need to know

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More articles from this issue

QuickReads

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Your launch list for e-commerce business success

An e-commerce business allows you to tap into the growing online marketplace. Learn what you need to consider when launching an e-commerce business.

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Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

Read more about Protecting your personal and business data: Essential security tips from your trusted advisor ➞

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

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Blog

Stay informed, stay inspired

A magnifying glass, papers with charts and graphs and a note that says Wash Sale.

The “wash sale” rule: Don’t let losses circle the drain

Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated investment in a taxable brokerage firm acc...

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A man and woman high-fiving.

An education plan can pay off for your employees — and your business

Your business can set up an educational assistance plan that can give each eligible employee up to $5,250 in annual federal-income-tax-free and federa...

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Money, notepad, clock and stethoscope.

EBHRAs: A flexible health benefits choice for businesses

Today’s companies have several kinds of tax-advantaged accounts or arrangements they can sponsor to help employees pay eligible medical expenses.

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