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All clients begin with a tax plan session to uncover missed opportunities. Our services an investment not an expense. There are five different tax planning services available: structure, growth, wealth management, tax reduction and exit phases of their businesses. Tax planning ideas are implemented by the Firm to ensure the new tax savings are handled correctly. We offer fixed-price monthly maintenance plans. We work with our clients to understand their personal and business goals.
2020 Coffee Rd Ste G 1, Modesto CA 95355
Monday - Friday: 9am - 5pm
Saturday: By appointment