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    • Home
    • Services
      • Individuals
      • Businesses
    • About Us
    • Contact
    • Client Resources
  • Home
  • Services
    • Individuals
    • Businesses
  • About Us
  • Contact
  • Client Resources

INTEGRITY | COMMITMENT | RESPECT

INTEGRITY | COMMITMENT | RESPECTINTEGRITY | COMMITMENT | RESPECT

Services for Individuals

Tax & Advisory Services

  • Individual tax return preparation (Form 1040)
  • Estate & Trust returns (Form 1041)
  • Gift Tax returns (Form 709)
  • Individual & estate tax planning
  • IRS audit representation
  • Personal financial planning
  • Wealth preservation


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