tax preparer

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Don’t Get Ripped Off When Getting Your Taxes Done

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged […]

Five Tips for Tax Preparation

It’s that time of year – tax preparation season will be here before you know it! I’m sure some of you dread this time of […]

By |January 6th, 2017|Categories: Personal Finance|Tags: , , |0 Comments

7 Investment Questions for Tax Season

With tax season in full swing there are several areas where having the right information can be very beneficial in making sure your taxes are done […]

How to Make Tax Preparation More Bearable

It’s that time of year – tax preparation is in full swing!  I’m sure some of you dread this time of year, but I’ve got […]

By |March 13th, 2015|Categories: Advisors|Tags: , , , |0 Comments