There is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients’ needs and helping them plan for a secure future.
Here's what else we do for you:
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Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
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We help you set up a recordkeeping system that meets IRS requirements.
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We work with you all year long--not just at tax time to develop tax planning strategies that lower your tax bill.
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We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
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We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
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We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).
If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then we can help. Give us a call today at (980) 456-1137 or book your free call below.
Book Free Call Below
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