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At UFS, we conduct a comprehensive review of every client’s tax return to highlight opportunities for maximizing tax reduction. We actively seek tax solutions including tax advantaged investments. We also offer a free, mid-year tax review with your preparer to assure that all strategies are in place for a successful tax season. Financial planning clients receive discounts for their tax preparation services.
Some of the tax issues we tackle regularly include:
- State tax return preparation
- Tax return preparation
- Individual tax preparation and planning
- Income, gift and estate tax returns
IRS Forms
Tax appointment checklist
Tax Referral Program
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