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Advisory › Foundational packages › Essentials — Individual Return

Essentials — Individual Return

A tax return in an open document wallet with a checklist card and a paperclip

The core conversation for an individual return.

Basics of Tax Efficiency

  • How income taxes are calculated
  • Capital gains tax on investments
  • State taxes
  • Tax efficiency options

Preparing for Tax Season

  • Tax deadlines and paying taxes
  • Preparing for tax season
  • Year-end planning and expectations
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