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Holistiplan Tax Report & Analysis. Knowledge is Power. 

  • Be prepared for changing tax laws

  • Where can you gain tax efficiencies?

  • Tired of surprises at tax time?

  • Recent or upcoming retirement?

Our custom Holistiplan tax analysis tool can help recognize & plan for tax efficiencies you could be missing. Reserve your complimentary report and tax analysis meeting before April  31st, 2024.

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Accounting Solutions You Can Count On

Whether you’re an individual or a business owner, taxes are a fact of life, but when you work with an accounting firm like ours, our dedicated team of tax and accounting professionals makes sure that you have one less thing to worry about.

If you’re looking for a cost-effective solution to managing your finances or feel like it’s time you obtained an accurate picture of your financials so that you can make informed decisions about your financial future, we can help.

Person working on business books

Business Services

  • Small Business Accounting

  • Bookkeeping Services

  • Payroll

  • Cash Flow Management

  • Business Advisory Services

  • New Business Formation

  • Quickbooks Implementation

Person doing taxes

Tax Services

  • Individual Tax Preparation

  • Business Tax Preparation

  • Tax Planning

  • Estate & Trust Tax Services

  • Tax Relief​​

    • Non-Filed Tax Returns

    • Back Taxes Owed


Wealth Management

  • Services for Individuals

    • Financial Planning​

    • Investment Management

    • Tax Sensitive Planning

    • Estate Planning

    • Risk Management

    • Philanthropic Giving Strategies

    • Executive Compensation

  • Services for Employers & Businesses

    • Retirement Plan Solutions​

    • Business Owner Planning

    • Key Person Solutions

    • Succession Planning

* services offered by Basepoint Wealth

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