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Annual Tax Preparation
All new clients will need to create an account. Accounts are secure, and allow us to easily share documents, exchange messages, and pay open invoices. Your completed tax return and supporting documents will also be available 24/7. Account set up takes a few minutes, and can be done from the comfort of your couch or while on the go. How cool is that!
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Tax season shouldn't be painful. Plan now and enjoy your Spring.
We no longer offer stand alone tax preparation only to new clients. Beginning with the 2023 tax year, all new clients must utilize our tax strategy offerings so that we can help you appropriately plan for the year, and reduce your tax bill. The tax savings will always outweigh the cost - so you have nothing to loose!​​​
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