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Tax Planning

Every year, from January 1st through April 15th, we are the best tax morticians available. After January 1st, we are still able to structure your return for maximum tax savings, but we cannot change the reality of what you earned or spent during the year.

It is far more rewarding to work with you before January 1st, when all of your options are still on the table, whether it is setting up a self-employed retirement 401k or prepaying those real estate taxes that your mortgage company likes to keep in their hands.

When we work together, it can be the difference between a marginalized financial reality (the tail wags the dog) and true wealth.

Your money is your money until you give it to the government in the form of taxes.

A life without a plan is like a river with no bridge. You can see the other side, but you can't get there from here.