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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
Update about the CARES Act
In response to the COVID-19 (coronavirus) pandemic and its impact on the economy, the federal government enacted the Coronavirus Aid, Relief, and Economic Relief (CARES) Act (P.L. 116-136). The $2.2 trillion price tag makes this the most expensive act of legislation...
To Shred or Not to Shred?
As we launch into another tax season, clients often ask us about how long specific documentation should be retained. Disposing of records prematurely can create potential tax and legal headaches that could be avoided easily. On the other hand, keeping records too long...
New Year, New Tax Laws: How Key Changes May Affect You
As 2019 drew to a close, Congress enacted a slate of new tax laws that will impact you in 2020 and beyond. Below is a summary detailing a few of these key changes that may have lasting implications on your tax situation. While this is not an exhaustive list, we hope...