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Family Office Services

Tax Compliance

Family Office Services

Tax Compliance

Family Office Services

Tax Compliance

Tax Compliance

Accurate Family Office utilizes the most innovative technology available for tax preparation and research to maximize efficiency and accuracy. Our seasoned team is versed in all the complexities facing ultra-high net worth families, their entities and their investment enterprises in all 50 states. Our approach is designed to create a smooth compliance process, adhering to best practices around communication and deadlines.

Services

Tax Returns for Individuals, Trusts, Partnerships, Corporations, Foundations and Estate/Gift

Estimated Tax Projections

Tax Basis Maintenance

Tax Controversy Resolution

Amended Returns & Refunds

Sales & Use Tax Returns

Personal Property Tax Returns

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© 2023 Accurate Advisory Group Inc. All Rights Reserved. Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Testimonials are from Accurate Advisory Group customers, and they were not compensated.
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