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Tax Planning & Preparation

Tax planning is crucial.

Tax planning is an important aspect of your total financial planning process. By reviewing your current financial situation, we can identify individualized strategies that will minimize your tax liability now and in the future.

Tax law is complex.

Businesses, organizations and individuals are faced with constantly changing tax laws at both the state and national level. Our tax professionals are specialists in tax law at the federal, state and local levels. We are dedicated to utmost accuracy, thorough research, and extensive knowledge of tax codes and current legislation.

Let Yeo & Yeo be your trusted advisor.

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