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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.
Our Services
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
2018 Year-End Tax Planning
With 2018 quickly nearing its conclusion, we are considering tax strategies to benefit clients in 2018 and beyond. This year-end has been especially busy due to the Tax Cuts and Jobs Act (TCJA), which was enacted in December of 2017. The tax planning landscape has...
The Tax Cuts and Jobs Act: Implications for Trust Taxation
In a bid to simplify the tax filing process, the 2017 “Tax Cuts and Jobs Act” (TCJA) significantly reduced a number of deductions previously allowed to individuals. Although the TCJA does not appear to have any direct impact on trust taxation mechanics, the...
Qualified Opportunity Zone
The Opportunity Zones Program: Potential for Capital Gains Deferral or Elimination With the 2017 tax reconciliation reform (Tax Cuts and Job Acts) comes a new tax incentive program aimed at promoting investments in certain economically distressed communities across...