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Tax Planning & Preparation

Proactive Tax Planning
Is Critical in Growing and Preserving Assets

At Southshore Financial Planning, we present tax savings-focused ideas to our clients throughout the year. We also offer filing services starting at $495 per return.

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Our Tax Planning Capabilities:

Optimization Strategies

Projections

Tax Return Prep

We Strive to Help You Minimize Obstacles
That May Keep You From Achieving Your Goals

We’ll work with you to review your taxes and share recommendations about how to efficiently maintain your hard-earned assets.

Begin With a Consultation