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We are a professional accounting corporation offering services in the field of Estate Planning,Trust
Accounting, Family Wealth Building, Income Tax for corporations, partnerships, trusts, and
individuals.We also do planning in the area of limited partnerships and sub chapter S
corporations.
We are a small quality firm and are able to provide personalized services to our clients. We have a
screening process before we accept new clients. The principals are quality professionals. We
have included a synopsis of the work that has been performed by the principals by way of
recommendations from clients and published resumes.
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