Tax Planning
Family Service
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In-Year Tax Projection: Quick tax projection of your upcoming tax year tailored to your current income and financial goals.
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Clarity for What’s Ahead: Gain a quick look at what you could expect next tax season—so you can plan with confidence and avoid surprises.
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Smart Planning Tools: Includes a personalized “What-If” Tax Analysis Worksheet and a Tax Strategy Checklist to help you make informed decisions all year long.
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Mid-Year Tax Forecast: Get a clear picture of where you stand with a personalized in year tax projection based on your year-to-date income and deductions.
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In-Depth Financial Review: We take a closer look at your mid-year finances to uncover possible tax saving opportunities and minimize surprises at tax time.
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Personalized Strategy Session: One-on-one to discuss your goals and create a plan that works for you.
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Customized Action Plan: Receive easy-to-follow, written tax projection and possible recommendations to improve your end year tax outcome.