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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