Personal tax returns
Business tax returns
Not-for-profit tax returns
Employment tax returns
Qualified Business Income Deduction "QBID" strategies
Timing of depreciation
Selecting and funding a retirement plan
Timing of deductions
Real estate investor tax opportunities
Individuals with life changes
Business plans
Startup help
Ongoing filing
Accounting services
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Change of marital status
Household member changes
Financial windfall
Self employed
Sharing economy - AirBNB, UBER etc
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Significant life change
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This information is intended solely for general educational purposes. It is not intended for the purpose of providing specific investment advice to any particular recipient. Further, it is important to understand that only an Enrolled Agent, CPA or Attorney is able to provide tax advice. Although the financial planning process may provide a useful starting point for tax considerations, a professional licensed to represent clients in front of the IRS should be consulted prior to implementing any of the suggestions provided by your financial advisor.
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