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Investment Tax Planning

At Capital Investment Advisors, we believe that your financial strategy should encompasses both your investment strategy and your tax planning. That is why we work with Capital Accounting & Tax (CAT) to ensure that you are maximizing your overall net after-tax returns.

The continuous change of tax codes and regulatory laws can make it difficult to stay up to date, and even increase the risk of inaccurate tax filing. Capital Accounting & Tax aims to ease clients’ financial worries by providing superior tax and financial guidance.

All CIA clients have direct access to the expertise of Capital Accounting & Tax. With our offices located in the same building, we make connecting these two important financial strategies a little more simple.

Visit Capital Accounting & Tax’s website for additional information, and to schedule your appointment today.

Services Offered By Capital Accounting & Tax:

  • Corporate and Individual Tax Compliance and Planning and Services
  • Outside Controller
  • Virtual Accounting Department for the Small Business (and Owners)
  • Outside CFO/Financial Business Consulting
  • IRS and State Tax Dispute Resolution
  • Audit Defense
  • Creative Tax-Saving and Credit Techniques
  • Financial/Retirement Planning Estate/Succession
  • Planning State Local/Sales/Use Tax Consulting

Please visit our blog or simply search "Tax" on our site if you’d like to learn more about how taxes can impact your financial strategy.

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