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Tax Planning Services

  • Tax efficiency evaluation and planning
  • Tax efficient investing platforms and management
  • Employee education workshops

Schedule an appointment with Joe Roubik by clicking below:

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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