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Achieving Balance in Business

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Financial Peace of Mind

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The Right Balance for you


Welcome to our website!

Achieving Balance in Business: Running a business can be complicated. Often the unpredictable effects of the economy, government regulation, and the overall local business environment can make it difficult to start, maintain, or even expand a business. Our holistic approach to business advisory services means that our analysis includes multiple factors that play a part in the success of a business. It’s not just about the numbers, it’s about the passion, the dream, and the quality of life as well.

No matter what form of business you have, we offer a full range of tax services for businesses. This includes tax planning, tax audit assistance, and tax return preparation. In addition we offer advisory services in business processes and startup, information technology, exit strategies and succession planning.

Financial Peace of Mind: You can rest easy in knowing that you have the professional expertise and personal attention of financial professionals on your side. Whatever your situation- whether you are starting a business, planning for college or retirement, facing an audit, or catching up on past due tax filings- we can help put your mind at ease in the process.

The Right Balance for You: Mary and Maureen will work with you to achieve the best results possible with your own financial situation. As our client, we recognize your unique needs and goals and will work with you to make them happen. Whether you need help once a year with your taxes or monthly financial checkups, we can create a financial program just for you.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.