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WHO WE SERVE
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Optometry
Helping you focus on growth and profitability.
Healthcare
Stay financially healthy with expert, strategic guidance.
Service-based Businesses
We provide you world class service, so you can help your customers.
Nonprofits
You’re passionate about your nonprofit...we are passionate about your success.
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How to work securely with your accountant during tax season
Download the eBook about How to work securely with your accountant during tax seasonAdvantage
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From the firm: A season to reflect and get ahead
Getting a head start on your goals for next year can bring big advantages to you and your business.
Read more about From the firm: A season to reflect and get ahead> ➞Choosing your 401(k) pathway: A guide to a golden retirement
Should you manage your 401(k) as a large cohesive block or take a tiered approach?
Read more about Choosing your 401(k) pathway: A guide to a golden retirement> ➞Retiring to a warmer climate?
We cover tax considerations for future retirees considering living in two states or two countries.
Read more about Retiring to a warmer climate?> ➞QuickReads
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