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Accounting & Tax

Tax planning is an integral part of any comprehensive wealth strategy. It’s not what you make, but what you keep, so working with exceptional accounting professionals is essential in minimizing the tax implications of financial and investment decisions. Tax planning is not an annual event – it’s an ongoing conversation throughout the year and requires constant collaboration between our clients and their accounting professionals. Dovetail quarterbacks this relationship to ensure our clients’ financial plans stays on course and minimizes the tax bite on their long-term wealth goals.

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