Tax Service, Tax Preparation for Households
 
 


Tax Services

Strategic Tax Advice

 

Real-time Advice

In Time to Make a Difference

 

Every transaction has tax consequences; knowing those consequences beforehand makes all the difference. That’s why our forward-thinking approach includes a year-round consultation with our clients.

We meet at least quarterly with most clients to offer advice on an ongoing basis, not just for a single tax season. This is a significant benefit to many of our clients, who can better plan for tax events and overall cash flow on an annual basis—instead of being surprised at one given point in a year.

Our expertise extends through business and individual tax returns, wealth preservation and management, and personal investments.

 
 

Year-Round Planning

Duncan Accounting & Tax Services delivers crucial and timely forward-thinking tax planning and tax preparation assistance that is fully integrated into your total financial plan. Our proactive approach allows clients to remain in compliance while taking advantage of all the credits and deductions available to those who anticipate the tax implications of their decisions throughout the tax year.

 
  • Thank you for contacting Duncan Financial Group. Please note that we cannot bind, change or cancel coverage via email, phone or any electronic/online system. You will need to speak directly to a licensed agent. Thank you for contacting us.
 

Get In Touch Today!

Contact Duncan Financial today to begin a partnership in planning your financial future.

Get In Touch Today!

Contact Duncan Financial today to begin a partnership in planning your financial future.

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