Tax Planning

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This is where we differentiate ourselves from other accounting firms.  Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm.  We don't provide typical services like other firms, we dig deep and dive into each client's life to help change the facts and circumstances so each client pays less tax. 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 provide the value clients are truly looking for in a CPA firm.

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