Tax planning and tax preparation are included in your comprehensive financial plan. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. If that is not enough encouragement to reach out, know that your plan also includes tax representation and resolution should you receive a letter from the IRS. You don’t deal with the IRS, we do!
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A trusted financial advisor should not only identify where you are and where you want to go, they should also help you get there. I’m Cordi Powell and I am here to help. Let’s get started!
