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TAX PLANNING

Personal Tax Specialists

Tax specialists from CPA firm CliftonLarsonAllen will review^ your individual situation to help you minimize your tax exposure, identify tax planning strategies and leverage the full potential of your assets – not only at tax time, but year-round.

A CPA firm can help individuals who have experienced or anticipate a major income or lifestyle-changing event such as the following:

  • Owing the IRS a substantial amount in taxes
  • Receiving a significant refund from the IRS
  • Receiving inheritance or making gifts
  • A large capital gain or capital loss
  • Job relocation or real estate transactions
  • Sale of a business or business start-up

Call CliftonLarsonAllen today at 571-227-9500 to schedule an appointment.

^Fees apply for several services.

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