Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. If you have a situation that is beyond the scope of our "FINANCIAL CALCULATORS," please call Paul Mann, CPA or Sara Williams for a personalized consultation.

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