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Tax planning is not a "thing" you buy. It's not one strategy. It's a process that builds a long term advisory relationship and is constantly evolving. So when talking to clients, they're not buying a pre-packaged thing, they should expect a process and pathway from A to Z. They're hiring a VP of tax and a CFO, at a fraction of the price. Tax planning is the ultimate way to build a life long reputation and grow your business.

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