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Tax Planning & Strategy

Tax Planning, Projections, Strategy, & Management
  • Tax Projections & Strategy: If you hate paying taxes, we are right there with you. We partner with a fantastic tool that updates your tax projections in real time based on the current performance of your company. We build your individual tax strategy based on your current tax projections and identify what you need to do before the end of the year to lower your tax burden as much as possible.
Tax Planning Software Platforms we partner with:
Tax Planner Pro-sm

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    *We currently are not accepting non-profit, trust, or estate clients – only sole proprietors, LLCs, home associations, S-Corps, Corporations.

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