Tax Strategies The Tax Shop Inc. approaches tax planning from a holistic viewpoint, which encompasses all you financial entities, personal and business. Through accurate documentation, previously filed tax returns and discussions regarding your financial investment and business goals, a preliminary strategic tax plan will be presented. Two additional meetings will be provided to discuss and refine the plan. The final step in this process is the issuance of a detailed report outlining our recommendations and implementation procedures required to achieve your desired financial and wealth management goals. Monthly / Quarterly Tax Monitoring Tracking your financial performance against the agreed upon plan set in…
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