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Taxes
 We take our ongoing educational requirements seriously, and invest significant amounts of time and resources each year to ensure that you have access to the most current developments to minimize your tax burden.  
 We will analyze your current income tax return, and suggest areas where proper planning would result in a lower tax bite, both currently and in the future. We can suggest ways to manage your money more effectively to align with your goals.

Do you know how much you pay in taxes throughout the year? The CPA profession’s Total Tax Insights™ calculator can give you insight, enabling you to make more informed decisions


Federal and State Representation


During our many years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients that they are being properly represented before various federal and state tax agencies.

 

 


 
 
 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.
 


Check the background of this financial professional on FINRA's BrokerCheck.