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Tax Services

Because nearly every financial decision has tax implications, careful planning is crucial. At Baker Holtz, our tax consultants stay current with changing tax laws and how they could affect you.

Working in conjunction with your advisory team—bankers, investment counselors, insurance professionals and attorneys—our experts ensure that all services provided for you are both complete and comprehensive. Plus, we develop strategies to help you take full advantage of new opportunities or reduce your business or personal tax burden.

These services include but are not limited to:

  • Tax Planning
  • Tax Compliance Services
  • Estate Planning
  • M&A, Dispositions
  • Succession Planning


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