Tax Planning Services
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Federal and state tax rules are complicated and subject to change.  A deduction or credit can be easily missed, overlooked, or not properly planned for.

Be tax-smart.  Contact us for tax planning help on your specific circumstance.

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Individuals
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• Properly plan for events which may trigger taxable income, and/or identify costs which may result in a tax deduction or credit.  
• Use tax breaks to help prepare for major life moments such as retirement or college costs.
• Understand the tax consequences of an estate or trust.

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Business Owners
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• Keep up with the ever-changing federal and state tax laws that impact a specific business and industry.
• Integrate tax planning strategies into short and long-term business goals.
• Understand the tax implications of business succession and transition planning.