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As a Tax Advisory firm we help our clients save money by making wise financial decisions about tax-related issues. We are committed to assessing your financial situation to devise strategies to help you minimize taxes, maximize profits, and plan for the future.

Business Plan

Tax Planning

Tax Analysis
Proactive Planning
Implementation of Tax Strategies


Taking Notes on Financial Report

Financial Management

Financial Needs Analysis
Cash Flow Management
Risk Protection
Succession Plan
Retirement Plan


Reviewing Legal Agreement

Tax Resolution

Tax Assessment

We understand one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Tax planning is effectively managing a taxpayer’s financial situation to minimize the tax burden at the federal and state level for both the near and long-term.  There are a number of ways you can go about tax planning, but it primarily involves three basic methods: reducing your overall income, increasing your number of tax deductions throughout the year, and taking advantage of tax credits. Take the initiative to start managing and reducing your tax burden today.

Bookkeeping Packages
Entity Structure & Registration
QuickBooks Setup & Training
Tax Preparation
Sales Tax

A La Carte Services


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SchatziC, LLC

"Having a monthly Business Insight Review has helped us stay focused on growing our business by putting our financial state as a business front and center. Julia has done a terrific job at keeping our business financials Healthy!"

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