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Certified Tax Planner

Your Certified Tax Coach, Planner or Strategist offers the sophisticated tax reduction strategies typically only available to corporations or the wealthy. Keep more of what you earn with your own Tax Plan, customized specifically for your family or business.

Find a Certified Tax Planner in your area:

The Tax Planning Process


Your FREE OR LOW-COST DISCOVERY SESSION will review your records to identify all missed opportunities and new areas for proactive tax savings.


Create a roadmap of the changes needed to generate the greatest tax savings.


We work with you to achieve these changes. You can even recoup taxes you’ve paid in previous years.

What Customers Are Saying

Aleksey Kaplan

Greg O'Brien