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Tax Services

Taxes and the changing regulations that guide them may be among the toughest challenges you face. Our tax specialists invest significant time each year in conferences and seminars, staying up-to-date on tax law so that we can be a trusted resource. Our financial management team can review and recommend changes to your tax structure that can help reduce your tax burden. We offer a secure client login to access and retrieve your individual and practice tax documents.

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  • Partnerships
  • Corporate
  • Limited Liability Corporation
  • Trust

News & Notices

Changes to Itemized Deductions

The standard deductions are $24,000 for married couples filing a joint return, $12,000 for single filers and $18,000 for head of household. People age 65 or older filers who are blind get an additional $1,300 per person and $1,600 is unmarried. 

Sneaky Wash- Sale Rule

The wash- sale rule prohibits taking a capital loss write- off if you purchase substantially identical securities within 30 days before or after a sale. 

Our Team

Meet our tax services specialists

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