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Here are some of the ways:
Helping the needs of individuals
- Minimizing tax liabilities
- Assist in financial planning (college savings plans, retirement, etc)
- Consult on various benefit opportunities (employer provided pension and matching programs, child care benefits and medical plans)
- Represententation in the event of a tax audit
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Assisting small businesses
- Optimize tax consequences
- Analyze advantages/deficiences of tax saving plans (pension, 401(k), cafeteria, etc.)
- Integrate automated systems with accounting software
- Other consulting and accounting services
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Estate planning and administration
- Devise an estate plan that will protect assets and reduce taxes.
- Prepare estate and trust tax returns.
- Assist in the process of transferring assets as well as other ancillary responsibilities in probating a will.
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