Tax planning is a year-round activity and is triggered by various events such as substantial capital gains, a new job, out of state move, sale of principal residence/investment property, purchase of a new home, changes in tax law etc. We offer year-round individualized tax planning services to legally minimize your tax liability, minimize/avoid penalties and plan for future tax savings. We keep up with new and changes in Federal and State tax laws and regulations to ensure we maximize your tax savings.
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