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Tax Planning
You will benefit from the fact that we keep up to date on the ever-changing tax laws. You will be advised of changes that will affect you and of tax-saving opportunities for your unique situation.

You need to be aware of these various changes and how they impact you. Taxes can be scary, let us sooth your IRS worries. We are dedicated to helping you solve your IRS difficulties using our years of experience and expertise. Each case is handled individually. We pay strict attention to your particular needs.
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 Securities and advisory services offered through SagePoint Financial, member FINRA and SIPC. Tax and Accounting services offered through CPA Financial Group, Inc. CPA Financial Group is not affiliated with SagePoint Financial or registered as a broker/dealer or investment advisor. Sagepoint Financial Inc does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, MA, MI, MN, MS, MO, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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