Meet Our Professionals

Tax Planning

Write to Joanne
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Expertise:
  • Dental
  • Wealth management
  • Personal Financial Specialist
  • Certified Public Accountant
  • Tax compliance and strategic tax planning
  • Preparation, analysis, and review retirement plan returns and investment reports

Write to Elizabeth
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Expertise:
  • High-net worth individuals and business owners
  • Strategic tax planning and compliance
  • Divorce support
  • Certified Public Accountant
  • Certified Divorce Financial Analyst (CDFA)