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Tax & Financial Solutions for Business & Individuals
Financial Statement Reviews, Compilations & Bookkeeping
Starting, Buying or Selling a Business
Business Consulting for Growth & Change
Financial Services for Early Stage Ventures
From small shops to larger corporations Frank provides a range of tax & business services tailored to your specific needs by first understanding your business and then providing a Clear Summary of Short & Long-Term Services, goals and costs assuring your confidence with your core services. Frank also provides generous time and attention when other projects or questions arise.
Frank offers generous counsel for start-ups and his mantra, "Get It Right The First Time" is a best practices approach to organize your business in a way that best protects you legally but also limits your tax and administrative obligations. First Frank will listen to understand your goal and will then provide a Clear Summary of Short & Long-Term Services, costs and information so you are confident at stage of your business development.
As a Tax Adviser & Licensed Insurance Professional Frank works with Investment Advisers, Insurance Companies and Elder & Estate Attorneys to incorporate sound tax planning with their financial solutions. Frank will first discuss the goals of you and/or your family and then simply educate you on the solutions and professional resources available to meet those goals when you are ready to move forward.
A highly affordable bookkeeping service that you may use with our tax services or separately if you already have a tax adviser. Frank's staff are QuickBooks Pro Advisers and CPA-trained to not just enter data but also help recognize transactions and opportunities to help maximize your tax benefits and make better financial decisions.
(Serving the Special Needs of Early Stage Ventures)
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