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Woolfson Tax & Financial Strategies

Full Service Tax & Financial Planning Firm

I have been in practice for over 30 years. I meet one on one with all my clients and seek to find ways to minimize current tax liabilities and plan for the future.

I am an Enrolled Agent (EA) which is a Federally Licensed professional to represent clients before the IRS.

I am an Accredited Tax Preparer (ATA).

I am a Certified Financial Planner (CFP). I find that tax & financial planning are advantageous in providing comprehensive planning.
Additional Information
Service Lines
Tax Preparation
Tax Planning
Accounting
Bookkeeping
Business Consulting
Payroll & HR
Tax Problems
Tax Preparation
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