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We are versatile and flexible.

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We bridge the gap between efficiency and warm personal service.

Security is paramount and tools such as Liscio help keep your confidential information safe.

From accounting to filing your returns to tax planning, we are a full-service firm who has you covered.

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In the Loop

Your magazine of
personal finance

From the firm: A new reality is here

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Saving for college? Get the 411 on 529s

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Developing a niche strategy for your business

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