High-Net-Worth Individuals
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Discretion, access and care are important qualities that our high-net-worth clients seek and appreciate. We act as a family office and as a sounding board for our clients - a place where our clients can discuss financial problems, family issues and business needs without worries or concern. We use our experience to provide honest advice and prompt feedback. In addition to income taxation and consulting services, we help our high-net-worth clients with complex estate and life planning such as planning for marriage, children, business, divorce, college, retirement and a legacy for the next generation from an accounting and tax perspective.
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Agriculture & FarmingFarmers need an Ag. accountant.
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Real Estate & ConstructionProperty transactions require careful planning and consideration.
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Faith-Based InstitutionsNon-profits should perform like for-profits.
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Family BusinessesAs a family run business, we bring unique perspective into the family boardroom.
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Banks & Financial InstitutionsWe help troubled financial institutions right the ship.
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