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THE PHILOSOPHY OF DIFFERENCE
Our philosophy is to put knowledge first which provides our customers with 100% of what they need. This is because of access to: a) A Team that can provide unique solutions to custom tax scenarios and b) Information on Tax Updates that can ensure every year you're taking advantage of all applicable tax savings.
THE VALUES THAT YOU VALUE
We make it transparent what we value, so there's no questioning as to who we are and what we stand for. Our goal is to ensure our customers feel safe and know they're working with a certified company that they can trust with their taxes.
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Trust: we are 100% compliant with state & federal laws + IRS regulation
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Security: we pride ourselves in our unrelenting focus on data security
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People: we provide unbeatable customer service and communication
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Knowledge: we share our knowledge so you know what's going on & the plan for success
STRATEGIES FOR SUCCESS
No tax filing is the same so no service we render is the exact same. Everyone has different income levels, items that can be written off (deductibles), family structures, assets, retirement contributions, and much more. This is why we approach every personal and business taxation scenario with a different strategy to ensure the service we render is exactly what you need.
Review: Assessment of your current taxation position
Goals: Align priorities for your taxes (what needs to be done)
Service: The process of planning, preparing, and filing taxes
Improve: Strengthening your position for tax filing each year
TAX INCORPORATED AFFILIATIONS
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