Income Tax 101

A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can benefit from some level of tax planning, whether that means becoming better acquainted with the various tax savings options available or making proactive decisions based on your current financial situation. Our team works with your tax advisor to help you determine where you may be able to save.
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Budget Checkup: Tax Time Is The Right Time

Every year, more than 147 million Americans file federal tax returns, according to the Tax Policy Center. Many of those tax filers dread searching through their files to locate their mortgage, retirement, and investment account statements. But gathering your records for tax season can also be an excellent opportunity to evaluate your income and expenditures.

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