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Refer a Friend

One of the nicest compliments our clients can give us is referring a friend.  For each new paying friend or family member you refer to us for income tax preparation services, we will reward you with $50 discount toward your tax preparation.

We appreciate you and your business and are grateful for your confidence in referring your friends to us. 


8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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