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Tax Guide


Click below to link to our online 2020-2021 Tax Planning Guide


2020-2021 Tax Planning Guide




Dear Clients and Friends,


As always, the goal of our firm is to help you plan effective tax strategies and save money. To help achieve this goal, we’re pleased to provide you with our 2019-2020 Tax Planning Guide.

Because tax laws change often, understanding the current opportunities and the timeframe available to benefit from them is important. Besides reviewing significant dates for optimal savings, we also offer several ways to help minimize your tax bill.

In addition, we highlight and explain significant recent tax reform.

Please take a moment to review our 2019-2020 Tax Planning Guide. If you have any questions, feel free to give us a call.

Our firm is here to guide you through the tax planning process from start to finish. We hope you will take advantage of our resources to maximize your 2019-2020 tax savings.



Jacobson Brotman PC