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The right tax knowledge. The right perspective.

Serving as your accountant means keeping you informed of tax developments and economic shifts that could affect you or your business.

Our monthly client newsletter includes quick-read articles that offer insight on current financial trends and topics.

If you have a question about our educational materials or would like to learn more about a specific topic, please give us a call: 651-641-1099.

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As a small business, there are several things that need to be completed to close out your payroll. Use this checklist to be sure nothing is missed.

Year-End Payroll Checklist

This organizer is a great start to recording your estate with everything in one place. Keep it safe and review it annually if not more. You can also pick up this book at our office.

Estate Planning Workbook

During a very difficult time in your life it’s helpful to have a list of necessary tasks. Use this checklist or pass it to a loved one when you or someone you know loses a family member or friend. This will help the user to not only complete these necessary tasks, but to delegate some of them to others asking “How can I help”.

What To Do When Someone Passes Checklist

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