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Tax Planning

Financial Innovations, LLC has the knowledge and experience to offer timely, practical tax solutions for individual and business tax preparation, estate and gift planning, and state and local tax planning. We keep abreast of new developments in tax legislation, adapt quickly to the ever-changing tax environment, and provide you with the most up-to-date information on federal, state, and local policies, guidelines, and rulings.

Drawing on our comprehensive expertise and outstanding in-house resources, our team is prepared to help you save tax dollars by recommending the most advantageous way to structure transactions before they occur. Although we do not prepare tax returns, we have affiliates who assist our clients in tax preparation, including gift and estate tax and corporate and individual tax returns. Ask us for a referral.