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Financial Advisor

OUR SERVICES

Much-experienced ex-CPA performs the hard stuff for CPA firms. I present your firm
with solutions for difficult income and estate tax issues.

 

My effort is to achieve tax savings and find justifications for the change or tax position.

I can assist with your complex tax jobs by consulting, reviewing returns, transactions, and documents, or preparing difficult tax returns.

Significant tax experience with doing what’s best for the client and finding ways to bill for it, including entity structures and changes, corporate, pass-through, and gift and estate tax planning.

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