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Tax Planning

TAX PLANNING

Whether you are looking for tax deductions or trying to determine if making a sale is the right move–it is important to look at your tax situation and think about possible deductions during the year and not after the year has closed. The sooner we can review what you would like to accomplish, the better we can plan.

OUR PROCESS

Communication is key in tax planning.  We discuss your goals or what your situation or possible upcoming situation will be. After our meeting we review, research, and prepare a tax projection based on different scenarios.  As we review the scenarios with you, we take your feedback and make additional changes as needed.