Creating customized financial solutions tailored to your goals
Our holistic approach to wealth management integrates the information we glean from managing your taxes with your long-term financial goals to help you attain your desired lifestyle.
From ensuring your paperwork is filed accurately to helping you maximize your deductions, our team of professionals will assist you from start to finish when managing your taxes.
For more than thirty years, Steve has used his experience and expertise in the tax and financial services areas to assist clients throughout the world. Steve is a sought-after commentator for numerous publications, including the Wall Street Journal, The Chicago Tribune, MONEY, Kiplinger’s Personal Finance, and more.
Bohemian Rhapsody – The Reel Life or Just Fantasy? From the opening strains of the 21st Century Fox Fanfare, performed with dynamic flair and composed by Queen members Brian May on guitar and Roger Taylor on drums, the 2 hour and 14 minute production flew by and left me hoping for an encore when the credits began to roll.
You are probably aware that you can file for an extension if you cannot complete your income tax return by the filing deadline. However, you probably aren't aware of everything involved in filing an extension.
In my three plus decades in tax practice, the most common complaint I have heard about our tax code is that it is too complicated. A complaint with which I agree. Another complaint that I have frequently heard is that the lobbyists are in control of our tax code. Again, I concur.
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