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The complexity and ever-changing nature of tax laws and regulations has a profound impact on you, your family, and your business. From planning to compliance, our skilled, knowledgeable, and responsive team is focused on maximizing tax benefits for you, your heirs and your business entities.

Our team includes professionals who are highly experienced in complex tax matters, tax research, and regulatory issues, and who take a complete, personalized and proactive approach to your planning needs throughout the year, in addition to reporting required during tax filing season.

We build and maintain strong relationships with a variety of trusted advisors in the areas of personal, business, estate, trust and gifting needs, including financial planners, investment advisors, attorneys, trust and estate planners, and family offices. This approach ensures that we all work together to develop and implement a comprehensive strategy to assist you in achieving your financial goals.

Our tax services and areas of expertise include:

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To learn more or request a proposal, please contact Delene Taylor or call (502) 426-9660.

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