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Trusted Tax Advisors

Stress-Free Personal Tax Advisory Services

Tax complexity has become a fact of life when managing your personal financial affairs. The personal tax advisors at Meaden & Moore have the technical knowledge and depth of experience necessary to cut through that complexity.

Meaden & Moore’s approach is hands-on. We help you establish and execute a tax plan that will give you confidence and peace of mind. Acting as your trusted personal tax advocate, we provide advice and address your questions so you have all the information needed to make informed decisions. Once we formulate your tax plan, we carry it out with careful attention to detail.

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Gaining – and Keeping – Control of Your Personal Taxes

To create a comprehensive personal tax plan, we will consider your estate plans, trust plans, and any charitable or philanthropic interests as part of your integrated tax strategy.

In addition, we will coordinate your tax planning strategy with other personal wealth and tax advisory services, such as wealth management, investment management, and business succession planning, as your needs dictate.

The personal tax planning and compliance process evaluates income from your holdings and investments to develop a strategy to minimize the income tax you pay.


2021 Tax Advisory

In order to better prepare yourself for your 2021 year-end tax reporting, this guide includes vital information regarding compensation paid to your employees as well as amounts paid to non-employees including payments of dividends, interest, rents, etc.

 

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Industry-Leading Insights

Delivering insights and points of view on vital news, strategies to consider, technology developments, and current topics that are important to your business and personal financial success. Check here for content from Meaden & Moore professionals.

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2021–2022 Tax Planning Guide

A comprehensive guide to help you prepare business and personal taxes in 2021–2022. The American Rescue Plan Act (ARPA) signed into law in March provides significant tax relief to individuals, businesses, and other employers to help them weather the COVID-19 pandemic. To help your dollars go further, you need to be familiar with the tax-related provisions of the ARPA and how you may need to adjust your tax planning strategies.

 

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