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- Owe the IRS money
- Had your wages garnished
- Have a tax lien on your house
- Had your bank account frozen
- Haven't filed a return in years
- File a tax return
- Create a tax plan
- Minimize your tax burden
- Manage wealth & investing
- Plan your estate, retirement, gifting
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- - State license/certificate information
- - State and federal ethics review
- - Professional liability insurance
