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Our Insights
Insights
Every year tax laws change; it can be for better or worse depending on an individuals financial situation. It is important to have insight about tax developments or changes in current tax laws and regulations.
Upcoming
Tax Season
Tax season can be the most frustrating time for individuals and business owners. Organizations can suffer from the difficulty of taxes. Our team of Builders & Growers are here to guide your decision making and help you minimizing your tax obligations.
Tax Planning
Year-end strategic Tax planning is necessary to help decrease tax liability. Allow Build & Grow to assist with this process. Preparation is essential to better serve you. Please review the list of documents you should have available to your advisor.
Copy of taxpayer & Spouse recent paystub
Estimates of interest & dividend income
Estimates of itemized deductions and expenses
Estimates of business income
Sale or purchase of Assets
Estimates of taxes paid
Build Different, Grow Together
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