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Strategic Wealth Partners Team
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Sandy's specialty is advanced plan designs for high-income/closely held businesses
Sandy’s specialty is helping small to medium-sized business owners. Most CPAs are not proactive when it comes to helping clients find ways to reduce their taxes.
Sandy takes pride in reviewing client tax returns and showing them how to reduce their taxes. It’s usually a surprise to clients who have used a “trusted” CPA, EA, or accountant for years.
We highly recommend that business clients have their tax returns reviewed by Sandy to see how much money he can save them with his proactive tax planning.
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