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Tax

A³ Financial goes beyond simply filing your tax return…

We analyze both current and projected income, then use this to recommend tax strategies such as: timing income and deductions, obtaining tax-exempt income, using tax-advantaged investments, obtaining capital gains in lieu of ordinary income, and using gifts and trusts.

Tax Solutions

Take the paper out of your taxes...

  • Individual Income Tax Preparation

  • Multi-state Tax Preparation

  • Income Tax Projections

  • Tax savings strategies

  • Federal and state advocacy

  • IRS representation

  • Estate & gift tax planning

  • Financial security for children

Tax Planning for Businesses

Keeping business simple...

A³ Financial also offers fundamental Business Tax Services. Please contact us for more information.

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