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STEP 2
STRATEGY
We will gather information from you to research tax planning strategies.
We will review the strategies and tell you how much taxes we can save you.
We will provide the implementation cost and next steps.
STEP 3
IMPLEMENTATION
We will create a customized written tax planning strategies to deliver to you.
We will work with a team of experts to implement your tax planning strategies.
STEP 4
MAINTENANCE
We provide ongoing maintenance to keep you in compliance and maximize your savings.
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