When Completing The Paycheck Protection Program Loan (PPPL) Application

April 2, 2020 Steve Richardson

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In our tax business, we are not content to merely fill out tax forms. We believe in aggressive planning and forecasting to make sure you pay the least tax legally possible, both now and future years.

We are interested in the long term, and make it our business to keep up with changing tax trends so we can represent your best interests. We recommend annual tax planning sessions before tax time.

We are also concerned about financial planning. We understand that most people don’t adequately plan for retirement and other significant financial needs, and encourage our clients to have a regular plan of saving.

We work with financial planners to help our clients design savings and investment portfolios with their best interests in mind, both for the immediate and long-term future.

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