Client Profile
Last updated 2018-06-18
Our primary objective as tax advisors is to proactively assist you with deploying strategies that result in reducing your tax burden. While we seek to learn as much about your specific tax facts & circumstances as possible, we also understand that a portion of this data collection exercise may not apply to you, and for that reason very few questions "require" answers. That said, the more complete the information provided herein, the greater the likelihood we can achieve our mutual goal of tax reduction by helping you "plan" what to pay, instead of simply "reporting" an outcome!
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