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Tax Reduction Planning

Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies

Review of your tax situation and planning to incorporate tax law changes

Complimentary consultation with your tax preparer

Recommendations of tax solutions including tax-advantaged investments

Update you on new tax laws that can affect your situation

Educational Insights

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.