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Not Just Tax Preparation, Tax Advice

  • Better Understand Your Tax Situation: Where are you in the tax brackets, where is your income coming from and how can we get that income from a better tax source? Here's an example of what that clarity would look like: Download PDF

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  • Have Open Communication With Your Tax Advisor Throughout The Year: Ever have a tax question during the year and your Tax Advisor isn't available? We want to be able to identify opportunities and risks during the tax year, so there's no surprises when you file your return.

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  • Analyze Your Entity Structure For Better Outcomes: Let's model what your LLC would look like if we filed as an S-Corp, Sole Proprietorship or a Partnership to see how we can put more capital back into your business or free up cashflow for your own personal goals.

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  • Be Proactive, Not Reactive: Here's an example of the value of intra-year planning looks like. Encompassing life's changes, and changes in the tax code to enhance future tax outcomes for you and your family: Download PDF

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