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*Note: We are not taking on new personal tax clients at this time.

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At this time, we can assist the following new clients:

Privately-held companies looking for:

  • bookkeeping and accounting services
  • an audit, review or compilation financial statements

Nonprofits, charities, associations looking for:

  • outsourced bookkeeping and accounting services

Note: At this time, we are NOT taking on new nonprofit audit clients.

Note: At this time, we are NOT taking on new standalone personal tax clients.