What we do

Trusted Services We Offer

S&A TAx Prep and planning

Tax Preparation & Planning

We handle federal and state tax return preparation for individuals and all types and sizes of businesses. With decades of experience, we know all the latest tax laws and strategies and can ensure you receive every credit and deduction entitled to put more money back in your pocket. We also provide proactive tax strategy and planning customized to your situation.

S&A Auditing and Assurance

Auditing & Assurance

From compiling financial statements to performing audits, we provide independent assurance that your reporting is sound and compliant. Ensuring accuracy and transparency builds trust with stakeholders and helps you make better business decisions.

S&A statement reporting

Financial Statements & Reporting

We compile customized financial statements and reports to provide up-to-date insight on the financial health and performance of your business.

S&A Estate planning

Estate Planning

More than just creating a last will or trust, proper estate planning puts your mind at ease that your assets and wealth will transfer smoothly to your chosen beneficiaries while minimizing tax repercussions. Our customized plans align to your legacy goals.

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