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Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Our Firm continuously monitors federal, state and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.