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Services.
Tax Preparation
Tax Planning
We help our clients determine, understand and meet their tax filing obligations. Using the latest in tax software, we provide detailed and timely preparation services that take the stress of the tax season. We practice in the following areas:
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Individuals & families
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Trusts & estates
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Small businesses
Meeting your annual tax filing and payment obligations is important, but our firm seeks to deliver additional value to our clients through our tax planning services. By leveraging our experience with investments, insurance, retirement income and business planning, we help our clients identify tax strategies that can potentially improve their overall financial plan.
Other Services
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