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Tax Strategy: The Process

Our team takes a proactive approach to develop personalized strategies, tailored to your unique financial situation to ensure your tax liability is at the lowest legal limit.

meeting

Meet

Get to know you and your tax history to build a foundation for financial peace of mind.

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Gather

Document gathering of prior year tax returns, support documents, tax notices, tax transcripts and investment statements.

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REVIEW

Develop a personalized strategy to achieve success.

communication

Present

Present your personalized strategy to achieve financial success.

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Implement

Prepare a Tax-Smart Plan and deliverable to we can implement the strategies that will lower your tax liability to the lowest legal limit.

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Advise

Ongoing monitoring, meetings and advice to ensure the implementation is successful.

Do you have a Tax-Smart Plan?

Tax planning strategies

Our team takes a proactive approach to develop personalized strategies tailored to your unique financial situation to ensure your tax liability is at the lowest legal limit.

Topics we will discuss with you:

  • Tax Withholdings
  • Estimated Tax Payments
  • Capital Gains
  • Retirement Savings Vehicles
    • 401k/403b
    • HSA
    • 529s
  • Employment Benefits
  • Tax-loss Harvesting
  • Municipal Bonds
  • Real Estate Taxes
  • Required Minimum Distributions (RMDs)
CPA
NATP
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Take Advantage of Tax Strategies Today!

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