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Columbia Square Wealth provides custom-tailored tax planning services to our clients:
>Examine Pro Forma Tax Return ¨
>Review Taxation of Different Income Types
>Assess Tax Advantaged Investments
>Discuss Roth IRA Conversions
>Explore Tax Diversification
>Plan for Tax Efficient Retirement Income
>Partner with a CPA in an In-House Capacity to Complete and File Your Tax Return - a Service Fully Covered by Your basic Columbia Square Wealth Management Fee
