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Tax Advisement Services
Entry Level
After a discovery call with Chase, target the most tactical tax strategies over the course of 1 or 2 additional meetings.
Meet with Chase once a quarter in order to develop, iterate, and grow profits through a personalized lens.
Quarterly Meetings
Investment Mechanic Analysis
Do you have a new investment opportunity? In addition to your Quarterly Meetings, meet with Chase in order to catch all relevant tax advantages.
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