Services

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Our Services

At That Tax Team, we offer a comprehensive suite of tax and financial services designed to meet the diverse needs of our clients. Our team of experts is here to provide you with the guidance and support necessary to achieve your financial goals. Our services include:

Tax Planning and Strategy

  • Proactive tax planning and minimize liabilities

  • Customized tax strategies for individuals and businesses

  • Estate and trust planning

Business Advisory

  • Business formation and structuring

  • Financial analysis and forecasting

  • Cash flow management

Compliance and Reporting

  • Preparation and filing of tax returns

  • Sales tax compliance

  • IRS audit representation

Accounting and Bookkeeping

  • Comprehensive bookkeeping services

  • Financial statement preparation

  • Payroll processing

Wealth Management

  • Investment strategies and portfolio management

  • Retirement planning

  • Asset protection

Our holistic approach ensures that all aspects of your financial health are addressed, providing you with peace of mind and a clear path to success. Let That Tax Team be your trusted partner in achieving your financial objectives.

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