Tax Planning

Our goal is to move all our clients from the practice of reactionary tax preparation, to that of proactive tax preparation which begins with assessment and planning. We will take a look at your previous filings to check for accuracy and potential red flags that could draw unwarranted attention from the IRS. We then look to see if there are areas that may require adjustment to maximize tax savings. After consulting with you regarding current and future plans, we will develop an appropriate tax strategy that will allow you to achieve those goals without any surprises along the way.

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