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Tax Planning

At Expedition Tax & Accounting Services, we understand that planning is essential for effectively managing your tax liability.
We don't just focus on tax compliance; we proactively identify and recommend strategies to help you save on taxes, ultimately maximizing your after-tax income. Let us guide you through the complexities of tax planning, ensuring you take full advantage of available opportunities for savings. Together, we can a tailored approach that aligns with your financial goals.

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Here’s a list of items you may need to meet with Expedition Tax & Accounting Services for tax planning for the upcoming year:

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  1. Previous year’s tax return documents (unless we prepared them)

  2. Income statements (W-2s, 1099s, etc.).

  3. Records of any deductions or credits you wish to claim.

  4. Documentation of investments and assets.

  5. Information about any significant life changes (marriage, purchase, etc.).

  6. Business income and expense records, if applicable.


Having these documents ready will help Expedition Tax & Accounting Services ensure a productive meeting!

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Please contact us if you have any questions on the information above. 

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