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Working with a CPA

CPAs are widely recognized for their foundational tax knowledge, and for good reason - a solid understanding of how taxes work can pay dividends across your entire financial plan. One of the advantages of working with a CPA is the access you gain to their expertise across ALL areas of your finances, not just taxes. This section helps explain how working with a CPA can not only help you make sense of your current tax situation but also plan for future life goals such as saving for retirement, starting a business, and planning for college as well.

Working with a CPA

Year-round Planning

Filing Your Taxes

Credits & Deductions

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