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We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services.
To win a regatta, a rowing team must work collaboratively to steer and power the boat quickly and efficiently to the finish. Independently, each rower is powerful, but it takes a collective effort working in harmony to achieve the goal. Realize can provide the balance, precision, and expertise you need to reach your goals. You know where you want to go. Let us help you get there.
Individual Tax Planning
A proactive and thoughtfully crafted tax plan can greatly impact income generation, asset protection, and tax minimization.
Estates, Gifts & Trusts
Regardless of the size of your estate, you need to consider the most tax efficient and thoughtful way to transfer your assets to ensure that your family and financial goals are met.
Client Accounting Services
Ensure that your financial obligations are met and track your investments with a statement of net worth.
Business Tax & Planning
We provide your company with meaningful business advice and make certain you are taking advantage of the tax saving opportunities.
Tax News & Tips
With markets underwater, many clients are wondering what the tax effect of their cryptocurrency holdings might be. This article will help to provide you with a high-level overview, as well as some potential tax benefits, of trading in a bear market.
Since the Tax Cuts and Jobs Act of 2017 (TCJA), taxpayers have been limited in claiming the state and local tax deduction on their personal tax filings to a maximum deduction of $10,000. In late 2020, the IRS released IRS Notice 2020-75 which permitted certain taxpayers who own pass-through businesses such as partnerships or S-corporations to workaround the state and local tax limitation assuming certain state qualifications have been met.
As we plan for the year ahead, we are highlighting notable tax dates to make sure that our clients can keep track of important deadlines. Be prepared for the following filing dates in 2022.