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- Consultations with client advisors, lawyers and retirement plan administrators
- Estate planning
- Income tax deferral planning
- Investment analysis
- Payroll tax assistance
- Retirement plan consultation and accounting
- Review/response to IRS and state tax notices
- Tax audit assistance and representation
- Tax entity analysis (corporate, partnership and trust)
- Tax return preparation (individual, partnership, corporate, fiduciary, estate, exempt organizations)
- Wealth accumulation planning (gifts, income shifting, etc.)
- Year-end planning and tax projections
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