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Financial Planning

Our financial professionals at Advanced Financial Services, Inc. seek to identify a client’s entire financial picture, including where they are today and where they want to be tomorrow. Our goal is to develop strategies that suit your unique needs and determine appropriate ways to minimize taxes. Our financial services include:

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Tax Planning

We understand how stressful, confusing, and overwhelming taxes can be. We strive to do the hard work for you, keeping current on tax laws, helping you maximize tax-efficiency, and provide tax preparation and management that is accurate and compliant with the IRS and state regulations. We can work closely with you to identify tax issues and correct them so they don’t hinder your financial success.

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Bookkeeping Services

From startups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We help steer you closer to your goals with accurate record-keeping and reporting, as well as support on financial issues that include initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

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We offer a full suite of payroll services to help our clients focus more on running their businesses. We can help you improve the management of your company and empower you to meet compliance requirements

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