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Individual Tax 

Services > Tax Solutions > Individual Tax 

Navigating tax regulations has never been more complicated. You need sophisticated tax advice from tax professionals who are accessible and committed to helping you achieve your financial goals. Our seasoned tax professionals help minimize your tax liability, while keeping you in compliance with ever changing tax laws. We work closely with you to develop a tax plan that is customized to best suit your needs.

 

Tax Services

 

  • Preparation of quarterly tax projections and estimated tax payments

  • Representation and management of tax audits

  • Sophisticated tax minimization strategies

  • Tax research

  • Tax return preparation for individuals, trusts, estates and all family related non-operating entities

 

Accounting Services

 

  • Bookkeeping services

  • Quickbook installation 

  • Assistance using software

  • Family corporation, partnership and trust accounting

  • Personal financial statement preparation

 

We are accessible and committed to helping you achieve your financial goals. Contact us TODAY to discuss your Individual Tax needs.

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