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Tax, Audit and Budget Management

Services

The Integrated Wealth Management Group (IWMG) combines Tax, Law, Asset Management, Wealth Management, Real Estate Services, Trust and Estates and Insurance to provide a holistic tax perspective.

Effective tax planning and preparation can not only keep your tax liability to a minimum, it can maximize the cash you have on hand to pay necessary expenses. The Integrated Wealth Management Group offers comprehensive tax planning and preparation services for small businesses, high net-worth individuals, and estates, trusts & nonprofits.

Tax management services include:

+ Tax strategies/planning
+ Tax preparation and filing
+ Audit Representation
+ Bookkeeping

The Integrated Wealth Management Group can also help you choose a business structure that will maximize your entitlement to available deductions in the tax code and increase your cash flow. Our business and personal tax planning and preparation services will provide the peace of mind of knowing that you are doing all you can to make your financial goals a reality.

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