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It is our job to see that you pay no more tax
than the law requires. We monitor the changes
in the tax law that affect you and recommend tax
saving strategies. We will file all your tax returns
and serve as your advocate in all tax matters.
A little planning can save thousands of dollars!
You can't take it with you, but failing to plan
for your estate can mean that the government,
rather than your heirs, may get the major portion
of your hard-earned money. Why? Because the top
estate lax rate is a whopping 47%!
What to keep and for how long. Tax records should
be kept on a year-round basis, not hastily assembled
just for your annual tax appointment. Without
tax records, you can lose valuable deductions
by forgetting them on your lax return, or you
may have unsubstantiated items disallowed if you
are audited.
Your accountant should use your tax return and
other information to assist you with other financial
matters.
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