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If reducing your taxes, keeping more of what you earn, and turning those savings into wealth are important to you, we can help.
Our no-cost, no-obligation Tax Assessment, conducted by our team of licensed tax professionals, offers valuable insights into your tax situation. The Assessment provides a better understanding of your tax exposure, optimizing your wealth, protecting your estate, and more.
Answer a few simple, basic, high-level questions and your situation and we will follow up with actionable insights.
We have identified at least $25,000 in tax savings for 77% of the businesses we work with.
Do you ever feel like you're paying for strategy but getting paperwork?
Does your advisor bring you proactive ideas or just answer your questions?
It's time for something different.
At C&A we bring together a client-first approach, integrated tax analysis that accounts for your entire financial picture, and industry leading expertise from a team with more than 25 professional designations.
Single source, accountable, experienced.
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On our initial call, we will have a structured conversation about your goals, what is most important to you, and identify areas of opportunity and exposure that warrant further analysis. 
Your Tax analysis explores any and all opportunities for tax optimization and reduction. With over 3 decades of experience, we have an in-depth knowledge of the tax code and strategies that are often overlooked.
Your Financial Analysis incorporates our tax findings, looks at your compensation and entity structure, insurance, accounting practices, and investment strategy to optimize for tax efficiency.
Your private tax plan is your roadmap to a brighter financial future. The plan includes your tax strategy, tax-efficient investment strategy, recommendations for entity structure, business valuation, as well as exit and estate planning.
Every dollar you pay in taxes is a dollar you won't be able to invest in your future. A 15 minute call could change your financial future.
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