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Welcome

Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

Complete Tax & Financial Solutions

Whether it’s finding every tax deduction you are entitled to, helping you resolve IRS issues, or developing your long-term investment strategy, we work as hard to safeguard your savings as you did to earn them. Let us help you save money now and reap greater returns later.

Integrity & Responsibility

Trust is the cornerstone of a successful business or financial relationship. From providing honest advice based on sound analysis to saving trees with paperless options, we hold ourselves to the highest standards of client service. That means peace of mind for you.

Business Expertise with a Personal Touch

Your business needs help tracking numbers, but that doesn’t mean you should be treated like one. We have the expertise to handle a wide array of business accounting and financial issues, but we keep our team small enough to greet you by name and tailor our approach to your unique needs.

 

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    Main Office

    55 Vt Route 30, Castleton, VT 05735

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