Tax Preparation
Ongoing tax support to help you meet your goals, big and small.
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Packages start at $1,200/yr
Get expert advice on making smart financial decisions
Tax-smart investing
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Offsetting gains
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Tax-advantaged accounts
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This service is perfect for
Pricing & Details
Pricing
Packages start at $1,200 based on rates set by the advisor
Frequency
Ongoing, including quarterly estimates and annual filing
What you get
- A dedicated tax advisor
- A personalized tax optimization
- Quarterly estimates
- Federal filing
Anyone with a more complex, diverse financial portfolio
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Anyone whose income is not subject to withholding by an employer
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FAQ Question
Your questions, answered
01.
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