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Tax Mitigation

Why do we request your tax return each year?  Our team is committed to helping you reduce your tax exposure and maximize your after-tax income.  We are constantly reviewing tax planning strategies to improve your financial wellness.  Working in consort with your tax advisor, we provide additional perspective and innovative suggestions to mitigate both your income and estate taxes.  Our modeling tools enable us to look at your current tax situation to determine the best strategies for solving a tax issue or providing an opportunity for savings.