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Your tax return tells us how the story ended. Tax planning gives us a chance to influence the ending. TAX PREP vs. TAX PLANNING TAX PREPARATION Looks back. We gather your documents, look at the year that already happened, and accurately prepare the return based on what occurred. Looks back Gather documents Prepare the return Report what happened What happened? TAX PLANNING Looks ahead. We look at what changed, what the numbers are saying, and whether anything deserves attenti
