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Tax

I am not a CPA. But we can look at your current tax situation and see if there are some
investment related steps to help. From there we will look at other commonly used solutions and finally if it is necessary, which it usually is, we will bring in a CPA to handle all planning and filing of your taxes. Below are some helpful tools to understand taxes a little better.

Helpful Content

Tax Freedom Day

Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Learn More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@serenitywmnc.com  |  (704) 523-2272