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Tax Strategy and Planning

Tax Strategy and Planning

We create a deep understanding of our client’s goals and offer specialized services which enables our team to fully evaluate and understand which strategies can help minimize tax obligations to make our customers more efficient and flexible when it needs to be. We start with comprehensive tax planning, execute our plan with constant evaluation and improve it through consistent monitoring to create a all-inclusive tax plan for our clients.

We offer a wide range of services which includes:

  • Individual, federal, state and local tax return preparation and filing
  • Corporate federal and state tax return preparation and filing
  • Strategic tax planning
  • Estate tax planning strategies
  • Trust and estate return preparations
  • Tax research


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Contact us by phone +1 (213) 266-7411 or submit your questions,comments,or proposal requests.

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