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Accounting & Taxes

The failure to plan for taxes can be devasting to ones quality of life. While taxes are important during ones lifetime, it is often during retirement, it is even more important. Once in retirement, a retirees income generally becomes fixed. Surprises aren't always welcomed with open arms. Receiving an unexpected tax bill, may require you to change your lifestyle, and that's the last thing we want.

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We have a qualified and experienced accounting firm that we locally work with for our clients. When necessary, we partner with our accounting firm, to provide a comprehensive income plan, to ensure the best tax plan is in place for you. Visit our About Us page to learn more.

Accounting, Planning, Taxes

After many years in the industry, and experiencing many different CPAs, it is highly important to choose an accounting firm, that is not only well experienced and licensed, but is also up-to-date on current tax laws and structures. An error in tax planning can cause several issues, all of which significantly affect retirements, incomes, and lifestyles. We work collaboratively as a team, with a firm who is extremely knowledgeable, and well-rounded to be able to address and provide the most-sound accounting advice possible. More importantly, they’re available for our, their clients questions and concerns. Call our office today to schedule your free-no obligation tax review. Don’t make Uncle Sam your largest profiteer.

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