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FEE-ONLY COMPREHENSIVE PLANNING

OUR APPROACH

TAX PLANNING & PREP

Filing income tax returns is difficult and time-consuming. Not only that, but tax season is the worst time to find out that your tax liability could have been less “if I had done things differently.” At Westchase Financial Planning, our goal is to ensure that each client pays the legal amount to the IRS, and not a penny more. Not only will we do your tax return, but we will:

  • Review previous returns for missed deductions
  • Prepare amended returns if you are owed a refund by the IRS
  • Incorporate tax efficiency into your financial planning to minimize future tax liability
Schedule an Initial Call