TAX SERVICES
Taxes are an integral part of investing.
But what about tax questions that go beyond your portfolio?
Every significant financial decision carries tax implications. And not everyone thinks of calling their tax professional outside of tax time – but they should.
At Heartwood, we have a solution.
Heartwood’s on-staff CPA, Susan Norfleet, provides tax advice for clients with complex tax needs and questions – any time of year.
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