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Much of our planning and advice includes tax sensitive issues. As a result, we regularly rely on trusted tax advisors for additional insights on issues such as:

  • Personal income and corporate taxes
  • Business Valuation
  • Cost basis issues
  • Business and corporate issues
  • Estate tax planning

We consider our professional partners trusted sources and safe resources for our clients. We frequently encounter a client new to the area or in a unique situation where they need a professional referral. As your professional partner we happily send clients to you who will benefit from your expertise.

Please contact us if you would like to explore a professional partnership.