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FORUM Private Client Group understands the fast pace of our clients’ business and personal lives. This, along with the ever-changing tax laws, can make tax planning and tax preparation all the more challenging.

We can assist with this financial need of both individuals and small business owners by providing the necessary knowledge of current tax laws as well as proactive advice to best address the tax planning needs of each client. Tax-related services provided by our firm include individual and business income tax return preparation, federal and state tax dispute resolution, and tax planning.