Tax Planning

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Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. We insist on meeting with our clients before the end of the year, since most all decisions that can reduce your tax liability must be made before December 31. We have a proactive approach to planning, attend regular continuing professional education seminars, and are always strategizing to save our clients money. Give us a call to learn more about our unique tax planning philosophy. 

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