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Tax Tip of the Month

"When the investment markets are showing losses contact your investment professional and consider capturing the losses to offset any gains you might have. Make sure you discuss the "wash sale" rules with your advisor which state that you must wait at least 30 days before repurchasing an investment in order to capture the loss."

Services

• Bookkeeping/Write-Up
  Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
• Tax Preparation
  Our firm offers professional preparation of all individual and business federal, state, and local tax returns at competitive, affordable rates.
• Payroll Services
  Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.
• Sales Tax Services
  Our firm prepares all sales tax filings and offers full sales tax audit representation.