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Accounting & Tax Services

Income tax planning and analysis is an essential component of the tax preparation process.    We have decades of experience preparing individual, corporate, partnership , trust ,estate and gift tax returns.

Is your business on the trajectory that you planned? Would strategic budget cuts in some areas improve your company's health? Where will it be in five years?  Are there ways to boost revenue? Do you have a business succession plan? When do you plan to retire, and do you have a plan in place?  These types of questions can keep business owners from a restful sleep. As your CPA, we can probably help you sleep a little easier. We work with clients like you all year long, serving as their trusted advisors, guiding them on the best route to success.

If you are also a wealth management client of ours, we are able to coordinate your taxable and retirement portfolio to achieve your overall financial objectives.

 


 
 
 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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