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Year-End Support

We don’t wait until year-end to navigate what is needed at year-end. We turn the daunting into the manageable by managing all the steps in a logical time sequence.

  • Compile records for tax preparer
  • Confirm for revenues and expenses
  • Maintain information and documentation for federal and state tax returns
  • Reconcile Federal and State taxes paid
  • Advise about tax consequences
Our clients want people they trust to pay the bills, keep the books, alert them to potential opportunities or barriers, avoid excess taxation, manage payrolls, and provide peace of mind. Lack of trust is a deal-breaker when choosing an Accountant.

Call (513) 322-1036 or email us today for a no-nonsense assessment.