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Trusted Tax Advisors

Stress-Free Personal Tax Planning

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 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 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.


2019 Tax Advisory

In order to better prepare yourself for your 2019 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.

 

Download the Guide Here

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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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2019–2020 Tax Planning Guide

A comprehensive guide to help you prepare business and personal taxes in 2019–2020. Most of the provisions of the Tax Cuts and Jobs Act (TCJA) went into effect in 2018, but the massiveness of the changes means that they're still having a major impact on tax planning.

 

Learn More Here