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Services

How We Can Support Your Business​

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We provide three core ways to add value to your business:

 

  • Tax Strategy & Preparation

We specialize in tax planning and preparation to help you minimize liabilities, maximize deductions, and ensure compliance with the latest tax codes.

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  • Advisory Services

Our Business Advisory, Strategic Planning, and CFO services are designed to guide your business towards long-term success. Whether you need strategic insights, financial leadership, or tailored business advice, we’re here to partner with you and drive growth.

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  • Payroll & Bookkeeping

Whether it's keeping your books up-to-date or managing payroll, we take the administrative load off your shoulders, so you can focus on running your business.

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Who We Work With

We partner with a variety of business owners in various industries, but we specialize in supporting healthcare professionals, business owners, and college athletes navigating NCAA and NIL deals or partnerships.

We provide elite tax strategy and CFO-level financial planning. My expertise transforms both lives and businesses—but not everyone is ready for that level of commitment.

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