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Providing strategic tax planning services

Many of our clients enjoy having one resource for all of their financial needs. This approach provides a holistic understanding of your finances and allows us to plan better as a team. We can assist you with complete tax planning and advice for your business or family.

Tax Reporting Statements

We can provide the necessary annual tax reporting statements to assist your tax professional in the preparation of federal and state income tax returns for:

  • Individuals
  • Families
  • C and S Corporations
  • Limited Liability Companies (LLC) and Limited Liability Partnerships (LLP)
  • General and Limited Partnerships
  • Trusts and Estates

Tax Planning for Businesses & Family

  • Individual & Family Tax Planning Sessions
  • New Business and Entity Planning

We work with accountants and estate planning professionals throughout the country. Referrals are available on request.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Contact us now to discuss your tax planning needs. Simply visit our Get In Touch page or call us toll-free at 866.461.7673.