Are you an employee looking to pay less tax and maximize your retirement savings?
Are you a self-employed business owner or professional looking for a business tax accountant to help you increase cash flow and use the hundreds of tax strategies available to slash your tax bill?
Are you contemplating retirement but are not sure you have enough assets to live on through retirement?
Are you contemplating taking Social Security but are not sure about the optimal time to claim?
Are you planning on retiring early, before age 65, and not sure how to pay for medical insurance? Do you have stock options but are not sure you are exercising them in the most tax efficient manner?
Do you have a significant amount of money in a traditional IRA? – a Roth IRA Conversion might make sense.
Are you looking for an estate tax accountant that can help you optimize your estate planning?
Do you need rental property tax planning that will help you make the most of your rental business?
These are just a few of the hundreds of issues we can help you address.
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