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Tax Planning

Tax implications accompany nearly every financial decision you make. At DKS Financial Strategies, our team has a robust background in tax planning and preparation, and we collaborate with a network of 15 locally owned and operated H&R Block offices across the Phoenix metro area to ensure you’re taking advantage of all available benefits.

Our associates at H&R Block handle the tax return preparation, but we work closely together to plan for changes to your income or life circumstances that affect your tax situation. We prepare tax projections to identify opportunities to improve your tax situation before it’s too late, and taking steps like adjusting tax withholdings or making estimated tax payments can help you better manage a refund or balance due.

Interested in planning for taxes instead of merely preparing a return? Complete the form below to schedule an appointment.

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