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Tax Preparation 

We believe our clients benefit greatly when their taxes and finances are fully aligned, so as a part of our comprehensive services at The Smith Group our tax professionals are ready to help you prepare your taxes in the coming year. 

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Tax Planning

It’s not just what you make, it’s what you keep. As a holistic financial firm, tax implications and mitigation strategies are a critical consideration for all of our investment advice. From 401(k) rollovers and Roth conversions to charitable gifting strategies and tax-efficient portfolio offerings, our advisors are educated on the latest tax laws to help your bottom line.

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