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Tax Advisory

The pricing for Tax Advisory Services varies and will be unique to each client scenario.

Tax Advisory Services

Includes, but is not limited to:

  • Tax Strategy Development

  • Tax Compliance Review

  • Year-Round Tax Planning

  • Audit Preparation and Support

  • Retirement Planning

  • Assistance with documentation and representation during IRS audits or state tax inquiries.

  • Tax Credit and Deduction Identification

  • Entity Structure Advisory

  • Tax Implications of Major Life Events

  • Charitable Giving Strategies

  • Capital Gains Tax Planning

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