In tax, there is no one-size-fits-all solution.
That's why we work with the best and brightest through strategic partnerships with comprehensive solutions.
Each person is unique, so their tax solutions must be unique.
When it comes to providing tax strategies, it touches and effects both your personal and financial life.
Take maximum advantage of every possible state and local tax benefit available in customized solutions for your unique and personal needs.
Jamie has worked with high net worth individuals and advisors on tax strategies for over 30 years.
Specializing in national client development, relationship management and strategic direction, he has been part of the evolving tax code that has provided opportunities for clients and businesses with tax challenges.
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