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How We Work

ServiTax provides you with accurate financial services in 4 Easy steps.

We start with a Goals & Expectations Meeting to get to know you, your business needs and create a "Working Document"(like a to-do list).

We grant you access to a cloud-hosted file share folder, where you can upload your financial data securely for us to process. 

We meet with you to complete all the items in the "Working Document" and perform a final review.

We provide Financial Statements in a Management Report Package. 

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Our Clients

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About: Who We Are
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