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Tax planning is taking tax return preparation to the next level. We take a proactive approach to each client's tax situation and try to help plan for more informed, better tax filing seasons from our first visit forward. Strategy is crucial to minimizing tax liabilities and maximizing available deductions and credits. The tax code is constantly changing and it takes constant diligence to stay on top of current changes. Do not simply react each spring when it is time to file your tax return; the time to plan and craft a beneficial tax strategy is before December 31st!

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