Our Focus
Many CPAs are able to adequately “crunch the numbers.” Our focus is tax planning - we can develop and implement strategies to reduce or delay your taxes.
- Will you be selling real estate that will trigger a significant capital gain?
- Have you inherited money or property that will change your tax situation?
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Our Experience
We have 25+ years experience working with 100’s of trustees
and personal representatives appointed to administer a loved one’s estate.
- If your loved one dies with a trust, what needs to be done to administer the trust and payout according to his or her wishes?
- Would you like a CPA that will coordinate planning with your investment advisor and your attorney?
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Our Clients
We have assisted pre-retirees and retirees with financial and tax questions that arise in planning for and throughout the retirement years.
- Is there a more tax efficient way to withdraw funds from retirement investments?
- Do you have questions regarding when you should start drawing your social security benefits?
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