Tax Planning & Coaching Services

We provide one-on-one proactive tax counseling and coaching to meet your unique personal and business needs.

The typical client benefits the most from expert tax advice in:

  • Year-end strategic planning to help minimize your tax liability;
  • Effective and timely structuring of your personal and business transactions;
  • Executive compensation planning;
  • Self-employment and payroll strategies;
  • Retirement and estate planning. 
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