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Tax Planning

Planning is the key to reduce your tax liability.  We specialize in tax planning for...

  • Individuals

  • LLCs

  • S Corporations

  • Partnerships

  • Sole Proprietorships

  • Estates and Trusts

  • 1031 Exchanges

Because tax preparation and tax planning go hand in hand, it's important to plan before the year is over and before you make major changes.  Major changes to your business or its structure, sales of assets, or increased withdrawals from retirement funds or investments can have a significant impact on your taxes.  

Allow us to inform you of the tax savings options that are available to you and what you can expect at tax time.

Please call (406) 543-7667 to schedule a consultation or send us your contact information using the form below.

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