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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
What You Need to Know for 2019 Year-End Tax Planning
Looking Forward while Reflecting on 2018: What You Need to Know for 2019 Year-End Tax Planning 2019 is rapidly drawing to a close. With 2020 just around the corner, we are working hard to implement tax strategies that will benefit our clients for the 2019 tax...
Business Tax Deductions: Are You Missing Out?
Many self-employed business owners fail to deduct certain qualifying business expenses. As a result, small business owners unnecessarily pay millions of dollars in taxes every year. We have compiled a list of frequently missed deductions and/or deductions you may not...
Recent Tax Developments You Should Know About
Recent Tax Developments You Should Know About Various important tax developments occurred in Q1 2019 that may affect you financially. Please review the following summary of changes. Estimated Tax Penalty Relief For 2018, the IRS is waiving the estimated tax penalty...