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Individual Services

401k/IRA Rollover
After the financial crisis of 2008, many high-net-worth individuals started seeking alternative investments as a way to protect themselves from losses
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401k/IRA Rollover
IRA Retirement Planning
After a life of work, it’s time to enjoy what you worked so hard to achieve. Planning for retirement is a process, rather than a one-time event.
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IRA Retirement Planning
Tax Filling
Preparing your own income tax return can be a task that leaves you with more questions than answers
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Tax Filling
Tax Consulting
We know one of your top priorities is paying less tax.
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Tax Consulting
Fed / State Tax Audits
For many of us, an IRS or state tax notice creates concern, confusion and questions.
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Fed / State Tax Audits
Fafsa / Financial Aid Consulting
Parents need to be wise about how they will pay for the increasingly high costs of college.
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Fafsa / Financial Aid Consulting