Financial Allies
Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
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- Services For Individuals
- Business Services
- Tax Services
- Services For Quickbooks
Sentiment Analysis
When I became responsible for the finances of an elderly parent, Julie stepped in and helped with a tax planning strategy and set things up making it super easy.
My husband and I had a ton of changes in one year (new jobs, new home) and Julie made the whole process very easy.
We were feeling very overwhelmed with multiple W2s and a new mortgage, and Julie worked with us to make sure we took advantage of every credit and got a great return.
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