Your financial goals are unique. Whether you want to minimize your tax liability and protect your assets, or need your tax return prepared, Account On Us offers tax planning and consulting services you can rely on. We Simplify the complexities of tax law, and offer sound advice to help you integrate your tax strategies with your overall financial planning.
Working with you and your investment manager, we can offer year-round guidance on the best tax strategy for major life decisions such as the sale of a home, cashing in stock-options, gifting to children or grandchildren, or the creation of a legacy plan or foundation. We are committed to providing you with information to help you make wise tax and financial decisions.
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