How we can help you...

Some of the topics we cover and review to  help our clients qualify for larger refunds or reduce tax penalties are:

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• Family Limited Partnerships

• Special Property Tax Provisions

• Charitable Contributions/Giving

• Retirement Planning for Business Owners and Key Employees

• Trust Planning and Management

• Medical Practices Including Chiropractors

• Minimizing Taxes on Large Roth Conversions

• Buying Tax Credits and/or Deductions

• Businesses with Multiple Locations

• Estate Planning Transition

• Waste and Recycling

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