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Consulting and Tax Planning

Do you ever feel like after your tax return is filed, that you don’t seem to matter to your CPA?  

Do you wonder why you never hear from them throughout the year?  


Tax planning and consulting can eliminate costly and avoidable mistakes that can affect you, your business or your heirs dearly. I work with my clients throughout the year to help see the progress and make any changes as necessary to their investments, income and expenses to ensure that the tax year ends in your favor.


Year-end consultations and reviews can offer you substantial tax relief for the year. My goal is to make sure you pay the lowest amount of taxes so that you keep the money you earned. Let me assist you with your long and short term goals.

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