Individual Tax Planning
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- Income Tax Planner – to accurately project estimated tax payments, capital gains, and more
- Estate & Gift Tax Planner – to help clients minimize tax obligations and maximize what they leave behind
- Estate & Gift Tax 706 Preparer – to tackle the complexities of Form 706
- Estate & Gift Tax 709 Preparer – to speed the preparation and calculation of federal gift tax returns
- SuperForm® Tax Forms – to provide you with access to every form you need – and accurate calculations