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Tax Planning

Whenever we create and manage a persons, or businesses investments we always keep in mind the tax implications. We provide advice that specifically takes into account capital gains and losses, tax deferrals, and other tax issues in order to maximize your return on investment.

In addition to providing tax advice from an investment standpoint, we also provide a wide array of tax advice and tax services including:

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.