Integrated Management & Accounting (IMA) was founded as one of a three part integral system in which financial advisors, accounting specialists, and legal advisors work together to provide comprehensive planning solutions to today’s complex web of business & retirement issues.

Our goal through tax planning is to minimize tax obligations while balancing the real world needs of our clients. This applies to both small businesses and individuals facing a variety of choices and decisions as they move through different periods of their life cycle.

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