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Tax Planning

More than filling out 1040 forms, our proactive tax planning finds more tax deductible items, creates tax-advantaged situations and teaches you how to reduce taxes for greater savings in future years.

Investing in College Saving Plans

With tuition inflation averaging >5% a year, you cannot afford to subject your education savings to unnecessary taxes. The right college savings plan can help ensure that you save effectively and efficiently, and gives you a state tax deduction.

Tax Season

We will gladly work cooperatively with your CPA or tax preparer to help minimize the burden of tax preparation. With CPA's on staff we know what your CPA needs and can speak their language. We're happy to step in and provide a comprehensive tax package containing all of the relevant documentation needed from our firm.

Complimentary Review