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Tax Planning

Client Centered

An integral portion of any financial planning evolves tax planning.
With our affiliated CPA firm, we provide all of the sophisticated tools and tax information. We are able to analyze all tax transactions before they occur and provide the after-tax analytics to reveal the consequences. It is important to view all tax transactions during a tax year to determine the tax consequences.

It is best to be in the tax planning phase before the transactions have occurred. After the fact transactions can only determine the tax outcome. By entering the tax process before the transaction is completed allows for many scenarios with the tax outcome to be calculated at the outset.

Proper tax planning can avoid unexpected tax outcomes which may be financially harmful to a client family.

We provide assistance in the following areas:

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns
Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Learn More

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