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Strategize
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Who We Work With

WHO WE SERVE

Life's better when people understand your needs

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Service-based Businesses

We make outgoing payments on time and seamlessly manage your cash flow.

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E-commerce Businesses

Serving the online retail industry with expert accounting and advisory support.

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Software Technology

Structured, sound financial insight leads to better business.


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Entertainment Industry

Developing a plan to support your child actor's financial security for years to come.

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What We Do

Let us take the stress out of running your business

Accounting

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.
Learn more about accounting.

Tax

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.
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Payroll

Avoid payroll filing issues and day-to-day processing by handing complex payroll work over to us.
Learn more about payroll.

NetSuite

We provide assistance with NetSuite implementation and ongoing accounting services for NetSuite users.
Learn more about Consulting.

WHO WE WORK WITH

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New Postmark Change Impacts Tax Filings, Extensions, and More

A quietly released USPS postmark change update is changing how postmark dates are defined and applied, creating real problems for taxpayers.
Read more about New Postmark Change Impacts Tax Filings, Extensions, and More ➞
closeup of many US social security # cards

Social Security Changes in 2026: What Retirees and Workers Need to Know

As 2026 begins, several updates to Social Security rules and benefits are taking effect, such as the full retirement age is now 67 for anyone born in...
Read more about Social Security Changes in 2026: What Retirees and Workers Need to Know ➞
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Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026

For years, workers nearing retirement could decide whether to take the immediate tax break of pretax savings in their 401(k) plans or build tax-free i...
Read more about Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026 ➞