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Tax Planning

Tax Preparation & Planning

Minimizing your tax bill is key to optimizing your wealth.

Every individual and business has a unique situation.

Proactively developing prudent approaches is the goal, not just filing tax returns.

Tax Strategies to keep Uncle Sam out of your wallet:

  • Defer Income
  • Reduce Taxes on asset investments
  • Reduce your business and personal income tax
  • Reduce Estate Taxes
  • Reduce Investment Taxes
  • Reduce Retirement Taxes

Overlooking tax planning costs many individuals and businesses considerable amounts of money each year. Could this be you?

Supporting you to reduce your taxes is just a phone call away.

Email

Steven@BerleyCPA.com,
Emails will be returned within 24 hours

Email
Phone:

(541) 786-6989

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Get Help

If you would like to further discuss your situation, reach Mr. Berley anytime at (541) 786-6989

Steven BerleyFinance Specialist
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