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Trust Planning

You have taken care of your retirement planning and are now looking to the best way to pass all that hard earned money onto your family or to charity.  We all know the government wants to get their share your job is to ensure that that share is the lowest amount legally possible.  We will work with you to find the best options to limit the bite of taxes as you decide the best way to share your estate with those you care about.  This includes creating trusts, charitable donations, and many other vehicles for sharing your estate.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Huey & Associates, P.C. 2021