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Tax Planning and Preparation to meet the financial goals of Individuals, Families and Businesses
You work hard for your income, and ESAM will work hard to help you take full advantage of legal tax deductions, credits and tax incentives to maximize that income.
We offer individuals and families a full range of tax services to manage the tax process, ensure federal, state and local compliance, and achieve long-term financial goals. The ESAM tax team is experienced and knowledgeable in the complex tax codes, tax regulations, and ongoing changes in tax law required to be effective in tax management.
We are your partner in financial affairs, and integrate your tax strategies with your financial goals and retirement planning. Tax decisions on SEP contributions, IRAs, Roth IRA’s, depreciation and other deductions have both immediate impact on tax liability, and long term impact on retirement funding. ESAM has the expertise to help you determine the best overall tax strategies.
ESAM Tax Services
Tax Services we provide:
Schedule a time to discuss your taxes
*Tax services are offered solely through ESAM and are not offered through Cetera Financial Specialists LLC or its representatives.