Tax Preparation

Preparing your own income tax returns can be a task that leaves you with more questions than answers. The tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there is no substitute for the assistance of an experienced tax professional. Let us make sure that your federal and state income tax returns are prepared accurately, and you pay the minimum.

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Tax Resolution

Don’t try to fight with the IRS on your own. You need tax experts such as CPAs on your side. We can represent you in front of US Tax Courts and tax agencies such as DOR and IRS. You can solicit our service even though we did not prepare your tax returns.

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Personal Financial Coaching

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

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