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Can you help me if I am retired and have only “passive” income?

No. We work exclusively with individuals who have active income resulting from their trade or business.

December 13, 2016 9:59 pm
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Time Is Running Out For 2018 Tax Planning

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Sometimes it really is about knowing the right people – in tax planning or in any other skilled profession. Because we are extremely narrow in our focus, we are also deep in our knowledge and understanding of tax planning for business owners. CPAs typically do tax reporting, not forward tax planning and analysis. Contact us today for more information.