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Tax Services

Even the best laid plans can be derailed by unexpected tax implications. But with proper planning, unnecessary taxes can be avoided. As CPA financial planners*, we use our powerful combination of tax experience and financial planning to provide tax efficient plans that are significantly more beneficial to our clients.


* These services are offered by Monica Osborne and Colleen Wallace through their affiliation with HD Vest.

FOR INDIVIDUALS, FAMILIES, & BUSINESSES

  • Tax preparation
  • Tax analysis and projections
  • Charitable Gift Planning
  • Evaluation of tax impact of investment decisions