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is dedicated to providing small businesses with affordable accounting services. Our team can help you every step provide services for businesses, but individuals seeking assistance with their taxes can also benefit from our expertise. Our

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that are tailored to their individual needs. Our team specializes in providing Employee Benefits, Retirement Planning, Property & Casualty, and

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from 401k, IRA and other investment accounts. Our unique investment strategy has historically services and asset management assistance to individuals and families. Our services are tailored to replacement, mortgage protection, college education funding, retirement planning, investments and asset management. We

life. We provide personal and direct service for individuals, families and small to medium-sized businesses. Our to: health insurance, retirement planning, group health insurance, 529 Plans (college savings), individual health, 401k, employee benefits, IRA, Medicare

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to provide comprehensive and quality accounting and tax services to businesses and individuals in the San Jose area provide our clients with the best possible tax benefits and financial guidance. You can trust our team

, Lee & Company is a Certified Public Accountant firm with more than 25 yearsfinancial consulting for corporations, partners, businesses, and individuals. Our services include bookkeeping/write-up, , executor and trustee services, financial consulting, retirement planning, business consulting, pension and profit

for a variety of clients, including gay couples, individuals who work for large companies, and business ownersetc. often have restricted stock grants, stock options, retirement plans (401k), and employee stock purchase plans. take the time to educate ourselves on these benefit plans so that we can maximize the

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with Artesys® to provide managed account solutions to individual investors and those in qualified retirement plans. Through this platform

range of services to help individuals and businesses. Our services encompass audit, tax, accounting, bookkeeping, and consulting services, Financial Institutions, Employee Benefit Plans, and Business Valuations. We offer tax planning and advice to individuals, support to