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Tax planning for individuals and small businesses
If you didn’t get the full Economic Impact Payment, you may be eligible to claim the Recovery Rebate Credit
As an Enrolled Agent authorized to practice before the Internal Revenue Service, the principal of the firm can handle a variety of tax situations, both for individuals as well as corporate entities.
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An investment approach that takes tax consequences into consideration
Stocks traded on the major US Stock Exchanges, Mutual Funds, Bonds, CDs and Structured Notes issued by major institutions are all used to design and create a portfolio unique to your investment goals.