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Income Tax Services


Taxes are at the heart of every personal financial plan, affecting everything from estate planning and investments to cash management and executive benefits. Seemingly small changes in the tax code can significantly impact many areas of personal finances, including how much you keep in your pocket. That’s why Moneta Group has established a dedicated team of tax professionals whose job it is to keep abreast of changing tax law and how it impacts your financial future. As part of this process, your Moneta Family CFO will coordinate tax issues with your family’s accountant, or if you are looking for an alternate provider, Moneta can directly provide tax preparation and compliance services.