We meet at least quarterly with most clients to offer advice on an ongoing basis, not just for a single tax season. This is a significant benefit to many of our clients, who can better plan for tax events and overall cash flow on an annual basis—instead of being surprised at one given point in a year.
Our expertise extends through business and individual tax returns, wealth preservation and management, and personal investments.
We deliver crucial and timely forward-thinking tax planning and tax preparation assistance that is fully integrated into your total financial plan. Our proactive approach allows clients to remain in compliance while taking advantage of all the credits and deductions available to those who anticipate the tax implications of their decisions throughout the tax year.
How We can Make It All Work Together for You Today:
- Uniting tax and accounting services, investments and insurance under one, strategic umbrella.
- Heading off trouble with strategic, advanced tax planning.
- Getting a handle on cash flow before it becomes a problem.
- Managing credit lines to maximize benefits to you, not the bank.
- Discovering and implementing best practices that have profited others in your industry.
- Overcoming that “pressure-cooker” feeling through better planning with a trusted partner.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge, Duncan Financial Group, DeLucia & DeZomba and its affiliates are separate entities.