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Advisory Services for both
Businesses & Individuals
Services >
tax >
Advisory
Our Advisory Services include:
Tax planning for closely held-businesses including sole proprietorships, S corporations, partnerships and limited liability companies (LLCs)
Selection of Business Structure
Personal income tax planning including income projections
Education Funding Strategies
Retirement Planning
Transactional matters relating to like-kind exchanges, business purchases & sales
Business Financing & Reorganizations
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