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Tax. Reactive PROACTIVE Tax Prep A goal without a plan, is just a wish. When combined, tax planning and preparation can help you maximize your personal or business income, investments, and bottom line.

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Reinvent When you work with us, you get a global team of quality-obsessed CPAs, lawyers and financial advisors who want nothing more than to see you succeed. Contact us Learn more Virtual CFO. CFO Services Built For Growing Businesses As your company grows and your financial needs change, we're here to make the right choices for your company—today, tomorrow, and all the tomorrows thereafter. Schedule a consult Learn more Insights. NFTS:
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for Innovation. Your business could be owed upwards of $250,000 in R&D tax credits. Schedule a consultation with our team to learn more. Talk to an expert Get Started Login Contact Us. Insights. Service. About Us.

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Slide Why Us as an advisory firm headset_mic Unlimited support No waiting for hours on hold—just helpful support from real people. Message your team any time, or book a call whenever you like. More hours in the day We take care of the tedious work, so you have more time to focus on what you do best—helping your business succeed. store business Built for all Our services are built for individuals and businesses of all sizes. More importantly, unlike other services, we never limit support based on size.

Slide Tax. Our tax team contributes to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks. Learn More arrow_forward_ios Slide zoom_out_map See More Accounting. We pair our deep industry knowledge with service specialization to deliver high quality accounting and assurance services. Learn More arrow_forward_ios Slide play_arrow Watch The Video Bookkeeping. We have bookkeeping services to help you save time and money — Get started with a 30-minute meeting with one of our dedicated CPAs.

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CFO. Expert financial leadership for your growing business. Our Virtual CFO services provide strategic financial oversight and insightful analysis to help your business thrive and make informed decisions. Learn More arrow_forward_ios Slide Business
Formation. We provide an all-in-one solution for new business owners. In addition to forming your new business, our team of attorneys and CPAs, will also provide the necessary tools you need to start strong. Learn More arrow_forward_ios Our services. Our business is to know every aspect of yours. Explore the services we offer to meet your every need.

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Slide ESTATE PLANNING Estate Planning Strategies in the Pandemic CRYPTOCURRENCY NFTs: Ownership redefined BUSINESS When Is a Partner in a Partnership a 1099 Worker? TAX PLANNING Paying for College—a Handy-Dandy Strategy Slide BUSINESS Business Travel: Stay at the Mom and Dad Hotel EDUCATION Taxation of 529 College Savings Account Withdrawals REAL ESTATE Depreciating Residential Rental and Commercial Real Property SMALL BUSINESS Tax Credits for Schedule C Businesses without Employees Sign up for newsletters View all insights arrow_forward

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