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Tax Planning

SBW & Associates, PC can advise on steps to take in order to reduce and/or manage your personal and business tax burdens. If you are just setting up a new business, we can guide you through the different ownership forms and the related tax implications. We can help with year-end planning, and evaluate any tax consequences from transactions the company has made throughout the year or plans to engage in. As for individual planning we can advise you on the best withholding options, tax benefits/consequences of different retirement plans and investments, along with aiding you in working to meet your tax and retirement goals.