No matter your current financial situation, you may be able to take advantage of a few important end-of-year tax strategies. Check the boxes on this list by December 31 and find out if you can potentially minimize your tax burden.
Our counseling process provides guidance regarding appropriate options to suit both your needs and those of your family.
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New Jersey Office: 50 Tice Boulevard, Suite A32 Woodcliff Lake, NJ 07677 I 201.474.0987
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