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Tax

Achieve your goals with insightful tax planning strategies

Does your accountant ask insightful questions to get to know you? We believe it’s our responsibility to understand your personal and business situations and how both could be impacted by changes.

Our clients are primarily business owners and corporate officers whose personal finances are directly related to their business. We’ll meet throughout the year to suggest proactive strategies for you and your business. These may be in the areas of determining entity structure, estate planning, income tax planning, business strategy and planning, or corporate taxes – whatever it takes to help you achieve your goals while minimizing your taxes and staying in compliance with the tax code.

Your tax advisor should be proactive rather than reactive. If you only talk to your accountant during tax season and want a more hands-on approach, contact Bret Curtis or Yvonne Brownell to schedule a meeting with one of our Tax Leadership team members.

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