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Tax Planning & Advisory Services

Tax planning and advisory services are provided to assist clients in developing strategies to legally minimize federal and state income tax exposure, including the following:

  • Developing plans that integrate business marketing strategies with the long-term outlook for investment and spending plans.
  • Incorporates reviews and planning for individuals, partnerships and corporate tax return preparers at various levels of complexity.
  • Represents clients being audited by the IRS.
  • Assists clients with multiple years of unfiled tax returns.
  • Upon completion of annual tax returns, planning strategies for future tax years are developed.