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Taxes

You are here: Home / Services / Taxes

Tax preparation is necessary, but not enough. Tax planning is what makes the difference.

While tax preparers record history, tax planners help you write your financial future. We combine our experience as financial advisors with court-tested and IRS-approved methods for reducing your tax burden now, and in years to come. This approach simplifies your financial world and provides solutions that work together for your financial benefit and peace of mind.

Rather than letting you let your financial future happen to you, we take a proactive approach to position our clients to avoid common mistakes and take advantage of tax planning strategies that will improve your net worth and cash flow long term.

Find out more about Vision Tax Planning here.

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC. Vision Financial Advisory Corp, Vision Tax Planning and Securities America are separate entities.

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