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Burlington Iowa Tax Preparation & Planning

Our team provides preparation and planning to enable individuals and businesses to minimize their taxes and understand the tax implications of all transactions.

Our services include the following:

  • Personal, entity and trust tax preparation

  • Personal, entity and trust tax planning

  • Representation before IRS/state taxing agencies regarding audits and disputes

  • Offers in compromise with IRS

  • Gift and estate tax preparation and planning

  • Like-kind exchange documentation and planning